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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-22 |
| CA | RA | APPROVED | 2018-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 03/2011 | Present |
| Bank Of America, N.A. | San Jose | CA | 03/2011 | Present |
I*122573 For profit or not for profit: For-Profit Organization Name of outside business organization: instacart Investment related: N Address of business: san francisco, California 94105 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 4/20/2019 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I would be merely doing mobile food delivery services in my spare time on the weekend. Clients request certain groceries and I would fulfill the orders. I would be doing this on the weekend.. I*432232, Entity Type: Entity Charitable, Name of OBA: In Home Support Services, Address: San Jose, California 95110, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/15/2021, No Hours: 40, No Hours during trading: 0, Duties: I will be caring for my mother who contracted covid19 and became very weak and in need of assistance after recovery. My mother will live with me and I will be her primary care giver, providing her meals and take care of all of her domestic needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
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