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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| CA | RA | APPROVED | 2026-03-31 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
1100-1800 American Blvd Central Business Review Unit, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2025 | Present |
| Intellectus Partners | San Francisco | CA | 10/2024 | 10/2025 |
| Jefferies | New York | NY | 07/2023 | 08/2023 |
| Fortress Investment Group | Dallas | TX | 06/2022 | 08/2022 |
| Unemployed | Dallas | TX | 09/2015 | 06/2019 |
| Stanford University | Stanford | CA | 09/2019 | 06/2022 |
| Stanford University | Stanford | CA | 08/2022 | 07/2023 |
| Stanford University | Stanford | CA | 08/2023 | 06/2024 |
| Unemployed | San Francisco | CA | 06/2024 | 10/2024 |
| Sacred Heart Preparatory School | Atherton | CA | 01/2025 | Present |
| Cane Rosso Kanjiklub Llc | Carrollton | TX | 06/2017 | 07/2017 |
| Steps Lacrosse | San Francisco | CA | 09/2024 | Present |
| Stanford University | Stanford | CA | 02/2025 | Present |
I*3129285, Entity Type Entity For Profit, Name of OBA: Premier Lacrosse, LLC Address: Novato California 94947 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 09/08/2024No Hours: 6 weekly No Hours during trading: 0 Duties: Head coach for a high school club lacrosse team. I am a lacrosse coach for this organization I*3131273, Entity Type Entity For Profit, Name of OBA: Sacred Heart Schools Address: Atherton California 94027 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/19/2026 No Hours: 8 weekly No Hours during trading: 0 Duties: Assistant coach for the girls varsity lacrosse team, Varsity lacrosse assistant coach I*3131274, Entity Type Entity For Profit, Name of OBA: Stanford University Address: Stanford California 94305 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 02/07/2026 No Hours: 8 monthly No Hours during trading: 0 Duties: Provide color commentary on ACC Network Extra and Stanford Broadcast for the women's lacrosse games, Color commentator for Stanford Sports Broadcasting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-28 |
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