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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
608 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beyond Holding Us, Llc | Irvine | CA | 02/2022 | 09/2022 |
| Sonnenblick And Eichner Llc | Beverly Hills | CA | 06/2021 | 02/2022 |
| Newmark Group Inc | Los Angeles | CA | 07/2015 | 06/2020 |
| Alekyan Inc | Los Angeles | CA | 02/2019 | 07/2023 |
| Lenox Advisors/Massachusetts Mutual | Los Angeles | CA | 07/2023 | 02/2024 |
| J.P. Morgan Securities Llc | Rancho Palos Verdes | CA | 03/2024 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Rancho Palos Verdes | CA | 03/2024 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Hills Estates | CA | 01/2025 | Present |
| Bank Of America, N.A. | Rolling Hills Estates | CA | 02/2025 | Present |
I*2168272, Entity Type: Entity For Profit, Name of OBA: Parkway Allentown, LLC, Address: Allentown, Pennsylvania, 18103, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 02/19/2019, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Entity was formed to acquire and operate a commercial property. I have no responsibilities in running the business. I*4877268, Entity Type: , Name of OBA: CFA Society of Los Angeles - Private Wealth Management Advisory Council, Address: Sherman Oaks, California, 91423, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 07/01/2026, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Helping chairs with event organizations. Researching topics per request for the upcoming events. The Wealth Management League is an invitation-only idea-sharing network of experienced and intellectually curious financial advisory professionals in the greater Los Angeles area who wish to advance the body of knowledge in wealth management. The Wealth Management league is a sub group under the Wealth Management Advisory Council of CFA Society Los Angeles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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