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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
CA RA APPROVED 2025-04-05
  • TX RA
    APPROVED
    Since 2026-05-11
  • CA RA
    APPROVED
    Since 2025-04-05

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1331 N California Blvd, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 03/2024 Present
Ucla Campus Los Angeles CA 01/2020 12/2022
Ucla Los Angeles CA 06/2019 12/2022
Cal Berkeley Berkeley CA 01/2023 05/2024
Ucla Legacy And Champions Program Los Angeles CA 09/2019 06/2022
San Ramon Valley High School Danville CA 06/2016 06/2019
Bank Of America, N.A. Walnut Creek CA 01/2025 Present
  • 03/2024 → Present
    Walnut Creek, CA
  • 01/2020 → 12/2022
    Ucla Campus
    Los Angeles, CA
  • 06/2019 → 12/2022
    Ucla
    Los Angeles, CA
  • 01/2023 → 05/2024
    Cal Berkeley
    Berkeley, CA
  • 09/2019 → 06/2022
    Ucla Legacy And Champions Program
    Los Angeles, CA
  • 06/2016 → 06/2019
    San Ramon Valley High School
    Danville, CA
  • 01/2025 → Present
    Bank Of America, N.A.
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-04
  • S66 Uniform Combined State Law Examination
    2025-04-04

View on SEC IAPD

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