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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
1100-1800 American Blvd Wealth Management Client Care, Pennington, NJ 08534 • United States
2505-2565 W Chandler Blvd Wealth Management Client Care, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Diego | CA | 07/2022 | 05/2024 |
| Unemployed | San Diego | CA | 06/2022 | 07/2022 |
| Us Bank | San Diego | CA | 03/2022 | 06/2022 |
| Unemployed | San Diego | CA | 01/2022 | 03/2022 |
| Bank Of America | Prescott Valley | AZ | 12/2016 | 09/2021 |
| Imperial County Department Of Social Service | El Centro | CA | 01/2013 | 12/2016 |
| University Of Arizona Global Campus | Chandler | AZ | 04/2020 | 04/2021 |
| Freedom Mortgage | San Diego | CA | 09/2021 | 12/2021 |
| Pruco Securities Llc | San Diego | CA | 06/2024 | 09/2024 |
| The Prudential Insurance Company Of America | San Diego | CA | 07/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2025 | Present |
| Secure Income Managment | San Diego | CA | 09/2024 | 12/2024 |
| Unemployed | San Diego | CA | 01/2025 | 02/2025 |
Name of the other businessWord to the W. VoiceoverWhether the business is investment-relatedNoAddress of the other businessSan Diego, CA Nature of the other businessSole PropYour positionOwner/operatorTitle, or relationship with the other businessOwnerStart date of your relationshipJanuary 2024Approximate number of hours/month you devote to the other business5Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI record voiceover for narration, audiobooks, and animationName of the other businessH.C. PublishingWhether the business is investment-related0Address of the other businessSan Diego, CA Nature of the other businessPartnershipYour positionPartnerTitle, or relationship with the other businessPartner We create fictional literary worksStart date of your relationshipMar-2023Approximate number of hours/month you devote to the other business20Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI write, create digital content, and market the materialName of the other businessJ.W.Whether the business is investment-relatedNoAddress of the other businessSan Diego, CA Nature of the other businessSole PropYour positionOwner/operatorTitle, or relationship with the other businessOwnerStart date of your relationshipMarch 2022Approximate number of hours/month you devote to the other business36Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI provide tabletop board game hostingName of the other businessTHE W. FAMILY TRUSTWhether the business is investment-relatedNoAddress of the other businessGoodyear, AZ Nature of the other businessTrustYour positionSuccessor TrusteeTitle, or relationship with the other businessSuccessor TrusteeStart date of your relationshipJune 2024Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessAfter my parents die I will become the trustee and distribute assets of the trust to the beneficiaries I*2929299, Entity Type: Entity For Profit, Name of OBA: Travel Wisely, Address: Goodyear, Arizona, 85395, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 10/19/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: This will be a sole proprietorship with no other employees. I will record, edit, and post videos. I will be the narrator of said videos.This business engages in the creation of travel videos including advice, planning, and media. The business will disseminate videos through social media websites with commentary about sites of interest, food, and tips.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
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