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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 04/2026 | Present |
| Td Ameritrade | 92121 | CA | 01/2018 | 09/2023 |
| Tiffany & Co. | San Diego | CA | 02/2017 | 01/2018 |
| Omega | San Diego | CA | 07/2013 | 11/2016 |
| Charles Schwab & Co., Inc. | San Diego | CA | 09/2023 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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