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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 07/2025 | Present |
| Linfield Christian High School | Temecula | CA | 08/2015 | 06/2020 |
| Cross Creek Golf Club | Temecula | CA | 06/2020 | 06/2022 |
| Unemployed | Fallbrook | CA | 06/2022 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2024 | 08/2024 |
| Unemployed | Fallbrook | CA | 08/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
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