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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CA | RA | APPROVED | 2026-02-04 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Mateo | CA | 04/2018 | 09/2021 |
| Barthold Insurance | San Bruno | CA | 05/2015 | 03/2018 |
| First Republic Securities Company, Llc | San Francisco | CA | 03/2022 | 10/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 03/2022 | 09/2023 |
| C3.aI | Redwood City | CA | 09/2021 | 02/2022 |
| J.P. Morgan Securities Llc | San Francisco | CA | 03/2022 | 01/2026 |
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2026 | Present |
| San Jose State University | San Jose | CA | 08/2015 | 05/2017 |
I*4595277 Entity Type: Entity For Profit Name of OBA: AIEdgeDaily Address: Pacifica, California, 94044 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Create an anonymous social media account focused on Ai tools and productivity content. It will be unrelated to finance, investments or wealth management. The account will be monetized through software affiliate referrals. It will not reference my personal identity or employer. I will not be using my name or identifying information. It will not conflict with my duties or client obligations. It will only be worked on outside of my role here and not during business hours. no more than 20 minutes daily helping write the posts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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