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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-10-23 |
| TX | RA | APPROVED_RES | 2005-01-05 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
225 N 9Th St, Boise, ID 83702 • United States
Eagle, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasanton | CA | 01/2002 | Present |
| Bank Of America, N.A. | Pleasanton | CA | 09/2009 | Present |
I*93678 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LIONS IN SIGHT INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1404 LEMON ST, VALLEJO, CALIFORNIA 94590 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/4/2005 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: EYEGLASS RECYCLING FOUNDATION. WE COLLECT USED GLASSES IN U.S. AND DISTRIBUTE THEM WITH A COMPLETE EYE EXAMINATION IN DEVELOPING COUNTRIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-02 |
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