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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-07 |
Branch Locations
901 Via Piemonte, Ontario, CA 91764 • United States
500 Newport Ctr 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 | Ontario | CA | 06/2024 | Present |
| Flagstar Bank | Ontario | CA | 04/2020 | 06/2024 |
| Jpmorgan Chase | Whittier | CA | 03/2016 | 05/2020 |
I*1884257 , Entity Type, For Profit Name of OBA:A .B DBA Adventure Concierge Address:riverside,CA,92503 Investment Related: NO Position, Title, Association: Officer Employee Start Date:12/29/2023 No Hours:1 WEEKLY No Hours during trading:0 Duties:Independent Travel Agent for Travelology. Booking custom travel experiences for individuals. I*, 1882295 Entity TypeFor Profit , Name of OBA: Clearwater Rentals Address: riverside,CA,92503 Investment Related:NO Position, Title, Association:General Partner/Managing Member Employee Start Date:07/08/2024 No Hours: 3 WEEKLY No Hours during trading: 0 Duties:This LLC was set-up as an operating entity for cars rented out via Turo.com. Users of this application participate in a ride sharing model. I'm using my own personal vehicles which are rented by users of the application on a short term basis. My responsibilities include: managing my profile on the Turo application, book rentals and ensure delivery and safe return of those vehicles. In addition, I will manage the general operations of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
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