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520 Madison Avenue, New York, NY 10022-4213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-31 |
Branch Locations
101 California Street, 31St Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Capital | Corona | CA | 01/2018 | 02/2019 |
| Ucsd-Radg School | La Jolla | CA | 09/2017 | 12/2017 |
| Ucsd | La Jolla | CA | 09/2012 | 12/2017 |
| Golden Key Art | Tarzana | CA | 02/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 03/2019 | 08/2022 |
| Succession Capital | Toronto On | 10/2018 | 02/2019 | |
| Cornell Sc Johnson College Of Business | Ithaca | NY | 08/2022 | 07/2024 |
| Jefferies Llc | San Francisco | CA | 07/2024 | Present |
1.) Sirocco Energy; No; 2225 E Bayshore Rd, Palo Alto, CA, 94303 US; wind Power energy; Advisory Board; 5/1/2026; 1h per month; General advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-16 |
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