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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
| CA | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Woodland Hills | CA | 07/2023 | 01/2024 |
| Motive Technology | San Francisco | CA | 11/2022 | 07/2023 |
| Godaddy Inc | Tempe | AZ | 04/2018 | 11/2022 |
| Unemployed | Canoga Park | CA | 12/2017 | 04/2018 |
| Revana Digital | San Dimas | CA | 03/2017 | 12/2017 |
| Unemployed | Canoga Park | CA | 02/2017 | 06/2017 |
| Leadsmarketcom Llc | Woodland Hills | CA | 03/2015 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2024 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 02/2024 | 05/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newbury Park | CA | 06/2025 | Present |
| Lowes | Thousand Oaks | CA | 05/2025 | 03/2026 |
| The Futures App, Inc | Los Angeles | CA | 11/2023 | 12/2023 |
| Bank Of America, N.A. | Newbury Park | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-26 |
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