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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-23 |
| CA | RA | APPROVED | 2022-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Fontana | CA | 09/2015 | 06/2019 |
| Hd Vest Advisory Services | Fontana | CA | 09/2015 | 06/2019 |
| Leivas Tax Wealth Management | Riverside | CA | 09/2015 | 06/2019 |
| Hd Vest Insurance Agency Inc | Irving | TX | 11/2016 | 06/2019 |
| Laura Kahnis | Riverside | CA | 08/2017 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 06/2019 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 01/2022 | Present |
| Bank Of America, N.A. | Rancho Santa Fe | CA | 09/2024 | Present |
I*4099277, Entity Type: Entity For Profit, Name of OBA: Red Lily Redo's, Address: Oceanside, California, 92057, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 04/01/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: operate the entire business, selling, sourcing, marketing, bookkeeping, Reselling Antique and Vintage Collectibles
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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