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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 07/2025 | Present |
| Cal Poly Slo | San Luis Obispo | CA | 09/2021 | 06/2025 |
| Moss Adam | Pasadena | CA | 06/2023 | 08/2023 |
| City Of Alhambra | Alhambra | CA | 09/2020 | 09/2021 |
| Gabrielino High School, Jefferson Middle School | San Gabriel | CA | 09/2015 | 09/2021 |
| Merrill Lynch | Palo Alto | CA | 06/2024 | 08/2024 |
| Quanns Wanlap Leung Dba Badger Gears | Pasadena | CA | 04/2021 | 09/2021 |
| The Gap | Montebello | CA | 07/2022 | 09/2022 |
I*: 2782268 Entity Type: School Name: Zinco Education Investment-related: No Address: Temple City, California 91780 Title, or relationship with the other business: Employee Start date of your relationship: 08/25/2025 Hours/month you devote to the other business: 10 hours mthly Hours you devote to the other business during securities trading hours: 0 Duties: Upload content onto a learning platform organizer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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