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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-05-24 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
3075A Hansen Way, Palo Alto, CA 94304 • United States
Menlo Park, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 05/1991 | Present |
| Bank Of America, Na | Menlo Park | CA | 09/2009 | Present |
I*2173268, Entity Type: Entity For Profit, Name of OBA: TURN OF THE LANE LLC , Address: Somerville, Massachusetts, 02144, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/21/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: LLC for rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-06 |
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