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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-26 |
Branch Locations
345 California Street, San Francisco, CA 94104-2642 • United States
San Leandro, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2018 | 09/2020 |
| Bank Of America Corporation | San Francisco | CA | 07/2017 | 08/2018 |
| Extended Travel | San Francisco | CA | 05/2017 | 07/2017 |
| University Of California, Berkeley | Berkeley | CA | 08/2016 | 05/2017 |
| University Of California, Berkeley | Berkeley | CA | 08/2015 | 05/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 09/2020 | 04/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 09/2020 | 04/2023 |
| Rbc Capital Markets, Llc | San Francisco | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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