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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-15 |
| CA | RA | APPROVED | 2020-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 09/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Barbara | CA | 04/2018 | 09/2020 |
| University Center | Santa Barbara | CA | 02/2017 | 03/2018 |
| University Of California, Santa Barbara | Santa Barbara | CA | 09/2016 | 06/2020 |
| Unemployed | Irvine | CA | 06/2016 | 09/2016 |
| Bank Of America, N.A. | Santa Barbara | CA | 10/2020 | Present |
I*2194284, Entity Type: , Name of OBA: MLPF& S CUST FPO E J RRA FBO E J, Address: Irvine, California, 92620, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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