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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-11 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Torrance | CA | 02/1989 | Present |
| Bank Of America, Na | El Segundo | CA | 09/2009 | Present |
I*: 2562314 Entity Type: Fiduciary role Name of OBA: R. S. TTEE VINEY S. TTEE U/A DTD 05/01/2008 Address: Manhattan Beach, California, 90266 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 6/12/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee for spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-29 |
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