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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-01-05 |
| CA | RA | APPROVED | 2002-05-10 |
Branch Locations
333 S Hope St, Los Angeles, CA 90071 • United States
608 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Long Beach | CA | 02/2002 | Present |
| Bank Of America, Na | Long Beach | CA | 09/2009 | Present |
I*2126277, Entity Type: Fiduciary, Name of OBA: Individual trust for MM., Address: Palos Verdes Estates, California, 90274, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 12/13/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2930292, Entity Type: , Name of OBA: Trustee for my nephew, F M, trust account, Address: Palos Verdes Estates, California, 90274, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09/30/2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-08 |
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