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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Jose | CA | 02/2024 | 02/2026 |
| Nylife Securities, Llc | San Jose | CA | 07/2024 | 02/2026 |
| Prodesse Property Group | San Jose | CA | 02/2023 | 03/2024 |
| Gab Public Relations, Llc | Gloucester | VA | 12/2020 | 12/2022 |
| Ithaca College | Ithaca | CA | 08/2019 | 05/2021 |
| Starbucks | San Jose | CA | 02/2019 | 08/2019 |
| Blockapps | New York | NY | 05/2020 | 05/2021 |
| Prometheus Real Estate Group | San Mateo | CA | 06/2015 | 02/2019 |
| West Valley College | Saratoga | CA | 08/2012 | 05/2019 |
| Unemployed/ Helping Family | San Jose | CA | 12/2022 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 03/2026 | Present |
| Scarlett Vision Media | Morgan Hill | CA | 10/2022 | 11/2022 |
| Bank Of America, N.A. | San Jose | CA | 04/2026 | Present |
I*4378267 Entity Type: Fiduciary role Name of OBA: Estate of J. A. Address: New Kent, Virginia, 23124 Investment Related: No Position, Title, Association: Executor Employee Start Date: 04/27/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Executor/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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