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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-26 |
| CA | RA | APPROVED | 2024-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica | CA | 08/2022 | Present |
| Jpmorgan Chase | Newbury Park | CA | 09/2019 | 08/2022 |
| Wetzels Pretzels | Thousand Oaks | CA | 05/2018 | 09/2019 |
| Newbury Park High School | Newbury Park | CA | 08/2014 | 06/2018 |
| Bank Of America, N.A | Santa Monica | CA | 02/2024 | Present |
I*2191271, Entity Type: Entity For Profit, Name of OBA: Katana Sports, Address: Miami, Florida, 33146, Investment Related: N, Position, Title, Association: Other, Employee State Date: 02/08/2025, No04/14/2025 Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: The company sells copper tape. This tape is meant to enhance the performance of pickleball paddles and tennis rackets. My role would be as an affiliate. If I refer people to their website for this product and they purchase with my discount code, I*2196277, Entity Type: , Name of OBA: El Caballero Country Club, Address: Tarzana , California, 91356, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01-Mar-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: El Caballero is a country club located in Tarzana. The club emphasizes their mission on their tax forms as "to promote the benefit, pleasure and recreation of members by owning, operating and managing a non profit golf and social club". I would be independently contracted as a pickleball coach. Members would sign up for classes and lessons through the club, and I would be paid by the club. I am currently obtaining my Pickleball Coaching International lvl 1 license, which provides me liability insurance in the instance of claims. I would be coaching/instructing individuals in pickleball with gameplay, strategy and technique. I could also be asked to coach individual pickleball lessons. I*: 2323284 Entity Type: For Profit Name of OBA: Incrediwear Address: Chico, CA 95973 Investment Related: No Position, Title, Association: Affiliate Employee Start Date: 04/14/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Incrediwear is a wearable anti inflammatory sleeve meant to increase blood flow to the targeted areas. There is no expectation of responsibilities for the company. I act as an affiliate, meaning if someone uses my link or discount code, I can receive commission. There is no quota or expectation of sale though. I*2417274, Entity Type: Entity For Profit, Name of OBA: Lumi Lumi Vision LLC, Address: Northridge, California, 91324, Investment Related: N, Position, Title, Association: Other, Employee State Date: 04/25/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: The entity is an eyewear company. In my recreational and competitive pickleball play, eye safety is becoming more important. This company looks to provide eyewear designed with pickleball in mind, at one of the most affordable price points in the game. My expectation is to wear the protective eyewear in my competitive play and while coaching and to have the brand tagged in my pickleball related posts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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