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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| CA | RA | APPROVED | 2024-11-21 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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