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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
| CA | RA | APPROVED | 2024-09-28 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Simi Valley | CA | 05/2024 | Present |
| The Brilliance Project | Remote | CA | 01/2024 | 05/2024 |
| Wells Fargo Bank | Thousand Oaks | CA | 03/2022 | 12/2022 |
| Wells Fargo Bank | Oak Park | CA | 02/2020 | 03/2022 |
| Pennsylvania State University | State College | PA | 05/2021 | 12/2023 |
| Jcpenney | Thousand Oaks | CA | 04/2019 | 02/2020 |
| Jcpenney | Thousand Oaks | CA | 07/2017 | 04/2019 |
| Thousand Oaks High School | Thousand Oaks | CA | 01/2014 | 07/2017 |
| Moorpark College | Moorpark | CA | 08/2018 | 06/2020 |
| Bank Of America, N.A. | Simi Valley | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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