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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-11 |
| CA | RA | APPROVED | 2024-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Bonita | CA | 09/2012 | 03/2024 |
| Wells Fargo Clearing Services Llc | Bonita | CA | 04/2018 | 03/2024 |
| Shin's La Jolla Japanese Fusion Izakaya | La Jolla | CA | 09/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chula Vista | CA | 03/2024 | Present |
| Bank Of America N.A. | Chula Vista | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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