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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-16
  • CA RA
    APPROVED
    Since 2026-06-16

Branch Locations

800 E Colorado Blvd, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Viewpoint High School Calabasas CA 07/2014 06/2019
Whitman College Walla Walla CA 08/2019 03/2020
Whitman College Walla Walla CA 08/2019 06/2020
Santa Monice College Santa Monica CA 08/2020 07/2021
University Of Redlands Redlands CA 08/2021 04/2024
Thrivent Investment Management Inc Glendale CA 07/2024 05/2026
Grady Taylor Jewelry Inc Los Angeles CA 05/2022 08/2022
Grady Taylor Jewelry Inc Los Angeles CA 05/2023 08/2023
Valley Stars Los Angeles CA 05/2022 06/2024
Thrivent Financial Appleton WI 09/2024 03/2025
Thrivent Financial Appleton WI 03/2025 05/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 05/2026 Present
Mamba Sports Academy Thousand Oaks CA 06/2021 08/2021
Bank Of America, N.A. Pasadena CA 06/2026 Present
  • 07/2014 → 06/2019
    Viewpoint High School
    Calabasas, CA
  • 08/2019 → 03/2020
    Whitman College
    Walla Walla, CA
  • 08/2019 → 06/2020
    Whitman College
    Walla Walla, CA
  • 08/2020 → 07/2021
    Santa Monice College
    Santa Monica, CA
  • 08/2021 → 04/2024
    University Of Redlands
    Redlands, CA
  • 07/2024 → 05/2026
    Glendale, CA
  • 05/2022 → 08/2022
    Grady Taylor Jewelry Inc
    Los Angeles, CA
  • 05/2023 → 08/2023
    Grady Taylor Jewelry Inc
    Los Angeles, CA
  • 05/2022 → 06/2024
    Valley Stars
    Los Angeles, CA
  • 09/2024 → 03/2025
    Thrivent Financial
    Appleton, WI
  • 03/2025 → 05/2026
    Thrivent Financial
    Appleton, WI
  • 05/2026 → Present
    Pasadena, CA
  • 06/2021 → 08/2021
    Mamba Sports Academy
    Thousand Oaks, CA
  • 06/2026 → Present
    Bank Of America, N.A.
    Pasadena, CA
Previous Registrations
Other Businesses

I*4662270, Entity Type Entity Charitable, Name of OBA: Valley Stars Basketball Address: Reseda California 91335 Investment Related: No Position, Title, Association: Other Employee Start Date:06/09/2026 No Hours: 5 weekly No Hours during trading: 3 weekly Duties: I am a coach for the program. I usually coach on Tuesday and Thursday from 7:30pm - 9pm. I am occasionally asked to coach on weekends if I'm needed for games. My responsibilities mainly consist of running skills training, running practices, and on occasion coaching games. Valley Stars is a youth basketball program

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2024-10-23

View on SEC IAPD

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