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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
2287 West March Lane, Stockton, CA 95207 • United States
201 North Main Street, Manteca, CA 95336 • United States
1070 North Tracy Boulevard, Tracy, CA 95376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 02/2018 | 04/2024 |
| Lowes | West Sacramento | CA | 08/2017 | 02/2018 |
| Mutual Of Omaha | Honolulu | HI | 10/2015 | 12/2017 |
| Bank Of America, N.A. | Sacramento | CA | 06/2018 | 04/2024 |
| Pnc Investments Llc | Manteca | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
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