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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-26 |
| CA | RA | APPROVED | 2026-05-05 |
Branch Locations
19376 Stevens Creek Blvd, Cupertino, CA 95014 • United States
250 Redwood Shores Pkwy, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Redwood City | CA | 05/2026 | Present |
| Lpl Financial Llc | San Ramon | CA | 09/2023 | 02/2025 |
| Autonation Acura Stevens Creek | Santa Clara | CA | 11/2022 | 06/2024 |
| Yard House Santana Row | San Jose | CA | 07/2021 | 05/2022 |
| Puesto Santa Clara | Santa Clara | CA | 05/2018 | 04/2021 |
| Maggiano's Little Italy | San Jose | CA | 10/2016 | 12/2017 |
| Din Tai Fung | San Jose | CA | 02/2016 | 10/2016 |
| Ks Pearl Tea Inc | San Jose | CA | 09/2014 | 04/2020 |
| Unemployment | San Jose | CA | 04/2021 | 07/2021 |
| Unemployment | San Jose | CA | 05/2022 | 11/2022 |
| New York Life | San Jose | CA | 03/2025 | 05/2025 |
| Kestra Financial Services, Llc | San Jose | CA | 06/2025 | 04/2026 |
| Kestra Private Wealth Services, Llc | San Jose | CA | 06/2025 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Redwood City | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
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