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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
TX RA APPROVED 2024-08-26
  • CA RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2024-08-26

Branch Locations

145 S State College Blvd, Brea, CA 92821 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 09/2023 Present
Uc Berkeley Berkeley CA 08/2019 05/2023
Fullerton High School Fullerton CA 08/2015 05/2019
Corepower Yoga Berkeley CA 11/2022 07/2023
Yali's Coffee Berkeley CA 01/2022 04/2023
Earth Bar Berkeley CA 06/2021 10/2021
Bank Of America N.A. New York NY 05/2024 Present
Corepower Yoga Boston MA 06/2025 05/2026
Corepower Yoga Brea CA 06/2026 Present
United Nations Department Of Economic And Social Affairs New York City NY 09/2023 03/2024
Corepower Yoga New York CA 08/2023 06/2025
  • 09/2023 → Present
    Brea, CA
  • 08/2019 → 05/2023
    Uc Berkeley
    Berkeley, CA
  • 08/2015 → 05/2019
    Fullerton High School
    Fullerton, CA
  • 11/2022 → 07/2023
    Corepower Yoga
    Berkeley, CA
  • 01/2022 → 04/2023
    Yali's Coffee
    Berkeley, CA
  • 06/2021 → 10/2021
    Earth Bar
    Berkeley, CA
  • 05/2024 → Present
    Bank Of America N.A.
    New York, NY
  • 06/2025 → 05/2026
    Corepower Yoga
    Boston, MA
  • 06/2026 → Present
    Corepower Yoga
    Brea, CA
  • 09/2023 → 03/2024
    United Nations Department Of Economic And Social Affairs
    New York City, NY
  • 08/2023 → 06/2025
    Corepower Yoga
    New York, CA
Other Businesses

OBA ID: 1495279 Name: Corepower Yoga Whether the business is investment-related: No Address: Brighton Boulevard, Denver Nature of the other business: Yoga Your position: Yoga Instructor Title, or relationship with the other business: Yoga Instructor Start date of your relationship: November 2022 Approximate number of hours/month you devote to the other business: 20 hours Number of hours you devote/month to the other business during securities trading hours: None Briefly describe your duties relating to the other business: teach 20 to 30 people

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-22
  • S66 Uniform Combined State Law Examination
    2024-08-22

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