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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
| CA | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paso Robles | CA | 05/2024 | Present |
| Bank Of America | Paso Robles | CA | 08/2022 | 05/2024 |
| Starbucks Coffee Company | Paso Robles | CA | 02/2014 | 08/2022 |
| University Of Arizona | Chandler | AZ | 07/2023 | 03/2024 |
| Bank Of America, N.A | Paso Robles | CA | 06/2024 | Present |
I*3491269 Entity Type: N/A Name of OBA: Atascadero Chamber of Commerce- Ambassador Program Address: Atacadero, California, 93422 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/13/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Connect local businesses within the community. Being at chamber meetings, connecting businesses, and networking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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