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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-14
CA RA APPROVED 2024-11-21
  • TX RA
    APPROVED
    Since 2025-01-14
  • CA RA
    APPROVED
    Since 2024-11-21

Branch Locations

2815 Townsgate Rd, Westlake Village, CA 91361 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 07/2024 Present
Corepower Yoga Westlake Village CA 07/2024 Present
Intellectual Athlete San Diego CA 02/2024 Present
Wolfpack Baseball Club Calabasas CA 10/2023 Present
Harvard University Cambridge MA 09/2019 05/2023
Chaminade College Preparatory West Hills CA 08/2017 06/2019
Barone's Pizza Woodland Hills CA 07/2018 11/2018
Bishop Alemany High School Mission Hills CA 08/2015 06/2017
Martin & Sons Neighborhood Hauling Camarillo CA 07/2023 12/2023
Engage Llc Los Angeles CA 03/2022 01/2024
Bank Of America, N.A. Westlake Village CA 09/2024 Present
  • 07/2024 → Present
    Westlake Village, CA
  • 07/2024 → Present
    Corepower Yoga
    Westlake Village, CA
  • 02/2024 → Present
    Intellectual Athlete
    San Diego, CA
  • 10/2023 → Present
    Wolfpack Baseball Club
    Calabasas, CA
  • 09/2019 → 05/2023
    Harvard University
    Cambridge, MA
  • 08/2017 → 06/2019
    Chaminade College Preparatory
    West Hills, CA
  • 07/2018 → 11/2018
    Barone's Pizza
    Woodland Hills, CA
  • 08/2015 → 06/2017
    Bishop Alemany High School
    Mission Hills, CA
  • 07/2023 → 12/2023
    Martin & Sons Neighborhood Hauling
    Camarillo, CA
  • 03/2022 → 01/2024
    Engage Llc
    Los Angeles, CA
  • 09/2024 → Present
    Bank Of America, N.A.
    Westlake Village, CA
Other Businesses

I*1941289, Entity for Profit, CorePower Yoga, Investment related: No ; address:Thousand Oaks, CA 91361 - Yoga (sports and recreation instruction) - Instructor/Teacher - July 2024 - 8 hours - 0 hours during securities trading hours - I am a yoga instructor where I am responsible for teaching yoga classes. I*1941291, Entity for Profit, Name of OBA: Intellectual Athlete - Investment related: No - Address:Solana Beach, CA 92075 - Sports Psychology - Consultant/Coach - February 2024 - 6 hours - 0 hours during securities trading hours - Help pilot sports psychology programs at nearby elementary schools. Coach/train students to incorporate breathwork and psychological techniques that will lead to better performance. I*: 2279287 Entity Type: For Profit Name of OBA: Don't Sweat It Wellness, LLC Address: Santa Rosa Valley, CA 93012 Investment Related: No Position, Title, Association: Officer Employee Start Date: 03/13/2025 Number of Hours: 8 hrs wkly Number of Hours during trading: 0 Duties: yoga instruction, i will be teaching and taking yoga classes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

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