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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-05 |
| CA | RA | APPROVED | 2012-06-29 |
Branch Locations
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 Diego | CA | 06/2012 | Present |
| Bank Of America, N.A | San Diego | CA | 07/2012 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: COMPARATO MCPHERSON TRUST (RENTAL PROPERTIES)INVESTMENT RELATED: NADDRESS OF BUSINESS:MADISON AVE SAN DIEGO, CALIFORNIA 92116NATURE OF BUSINESS: TRUST POSITION, TITLE, ASSOCIATION: OTHERSTART DATE OF RELATIONSHIP: 7/1/2003NUMBER OF HOURS DEVOTED: 0 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-12 |
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