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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-06 |
| CA | RA | APPROVED | 2024-03-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2020 | Present |
| Johnny Wahoo Golf Bar | San Diego | CA | 07/2022 | 12/2023 |
| Moonshine Flats | San Diego | CA | 05/2015 | 07/2022 |
| Lyft | San Diego | CA | 05/2015 | Present |
| Uber | San Diego | CA | 05/2015 | Present |
| Pendry Hotel | San Diego | CA | 04/2018 | 02/2020 |
| Music Box | San Diego | CA | 11/2019 | 10/2020 |
| Live Well Financial | San Diego | CA | 05/2015 | 01/2017 |
| Coin-Op | San Diego | CA | 10/2018 | 10/2019 |
| Volcano Rabbit | San Diego | CA | 02/2018 | 02/2019 |
| Door Dash | San Diego | CA | 05/2015 | Present |
| Bank Of America N.A. | San Diego | CA | 02/2024 | Present |
-Uber and Lyft Ride share programs. Non-investment related. Currently a ride share driver for both companies and have been driving since 2015. I devote roughly 5-15 hours a month during evenings. No hours devoted during security trading hours. -Johnny Wahoo Golf Bar. Non-investment related. Hospitality and restaurant related. Address is San Diego, Ca 92101. I bartend weekend nights and devote between 5-20 hours a month during non-security trading hours. I have been employed since July 2022. I* 1644289 For profit or not for profit: Entity For Profit Name of outside business organization: Lyft Inc Investment related: no Address of business: San Francisco, CA, 94107 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 01/01/2016 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 0 Duties: Part Time ride share driver. I* 1646272 For profit or not for profit: Entity For Profit Name of outside business organization: DoorDash Inc Investment related: no Address of business: San Francisco, CA, 94107 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 01/01/2016 Number of hours devoted: 40 yearly Number of hours devoted during trading hours: 0 Duties: Part Time Food delivery partner I* 1646271 For profit or not for profit: Entity For Profit Name of outside business organization: Uber Technologies, Inc. Investment related: no Address of business: San Francisco, CA, 94103 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 01/01/2016 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 0 Duties: Part Time Ride Share Driver I*1962309 , Entity Type, Name of OBA: Village Transportation Address: La Jolla, California, 92037 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01-Jun-2024 No Hours: 6 weekly No Hours during trading: 0 Duties: Private Ride Share/Chauffeur
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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