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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Phoenix | AZ | 06/2003 | 06/2020 |
| One Stop Nutrition | Scottsdale | AZ | 06/2020 | 01/2023 |
| Alpha Squared Capital | Scottsdale | AZ | 08/2021 | 08/2022 |
| Experis | Phoenix | AZ | 01/2023 | 06/2023 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 06/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 09/2024 | Present |
| Arizona State University | Tempe | AZ | 08/2019 | 05/2023 |
| Bank Of America, N.A. | Scottsdale | AZ | 11/2024 | Present |
OBA ID: 2032274 Name of the other business: Selander Allen LLC Whether the business is investment-related: No Address of the other business Phoenix, AZ Nature of the other business: Online Resale Title, or relationship with the other business: Co-owner Start date of your relationship: 03/15/2024 Approximate number of hours/month you devote to the other business: 8 hrs wkly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Operating a reselling business online. I*2108268, Entity Type: Fiduciary, Name of OBA: JB IRREVOCABLE TRUST, Address: Phoenix, Arizona, 85028, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 11/26/2024, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
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