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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-12 |
| CA | RA | APPROVED | 2017-11-06 |
Branch Locations
50 W San Fernando St, San Jose, CA 95113 • United States
560 S Winchester Blvd, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 06/2017 | Present |
| Unemployed | San Jose | CA | 04/2017 | 06/2017 |
| Berkshire Communities | Boston | MA | 09/2013 | 04/2017 |
| Bank Of America, N.A. | San Jose | CA | 12/2017 | Present |
I* 462451For profit or not for profit: Entity For ProfitName of outside business organization: beautycounterInvestment related: noAddress of business: Santa Monica, CA, 90401Nature of business: Limited Liability CompanyPosition, title, association: Consultant/Independent ContractorStart date of relationship: 11/25/2019Number of hours devoted: 1.33 monthly Number of hours devoted during trading hours: 0Duties: I would like to become a Beautycounter representative I*4174268 Entity Type: N/A Name of OBA: womens networking alliance Address: campbell, California, 95128 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: networking with prospective clients and centers of influence welcome guests and conduct interviews for potential new members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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