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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cerritos | CA | 09/2025 | Present |
| Bank Of America, N.A. | Paramount | CA | 10/2024 | 09/2025 |
| Tsg Wealth Management | Long Beach | CA | 04/2024 | 09/2024 |
| Tax Rise Inc | Irvine | CA | 03/2024 | 04/2024 |
| Encore Capital Finance Inc Dba Adesso Capital | Paramount | CA | 07/2022 | 03/2024 |
| Phresh Waters | Downey | CA | 01/2020 | 07/2022 |
| Downey Water Store | Downey | CA | 01/2018 | 01/2020 |
| California State University Long Beach | Long Beach | CA | 08/2020 | 06/2022 |
| Long Beach City College | Long Beach | CA | 08/2018 | 06/2020 |
| Unemployed | Paramount | CA | 06/2016 | 09/2016 |
| Container Management Group | Paramount | CA | 09/2016 | 12/2016 |
| Unemployed | Paramount | CA | 12/2016 | 01/2018 |
| Bank Of America, N.A. | Cerritos | CA | 11/2025 | Present |
I*4055277 Entity Type: Fiduciary role Name of OBA: THE 2026 C. D. G. H. SEPARATE PROPERTY FAMILY TRUST Address: PARAMOUNT, California, 90723 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/16/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/ Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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