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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-03-08 |
| OK | RA | APPROVED | 2002-08-27 |
| TX | RA | APPROVED | 2002-08-23 |
Branch Locations
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355 • United States
Lancaster, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 08/2002 | Present |
| Bank Of America, N.A. | Lancaster | CA | 07/2011 | Present |
I*: 2820284 Entity Type: Charitable Name of OBA: Discovery Cube LA Board of Directors Address: Sylmar, CA 91342 Investment Related: No Position, Title, Association: Board member Employee Start Date: 09/05/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 5 hrs mthly Duties: As a board member, I will work with local schools to make them aware of the museum's programs and exhibits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-14 |
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