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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-05-26 |
| CO | RA | APPROVED | 2000-10-19 |
| TX | RA | APPROVED_RES | 2000-08-25 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Colorado Springs | CO | 06/2000 | Present |
| Bank Of America,Na | Colorado Springs | CO | 09/2009 | Present |
I*493409, Entity Type: , Name of OBA: L Family Trust, Address: Solvang, California, 93463, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 05/25/2020, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-06 |
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