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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-01-26 |
| CA | RA | APPROVED | 2000-11-16 |
Branch Locations
50 W San Fernando St, San Jose, CA 95113 • United States
560 S Winchester Blvd, San Jose, CA 95128 • United States
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 Jose | CA | 07/2000 | Present |
| Bank Of America, N.A. | San Jose | CA | 05/2011 | Present |
I*: 2540286Entity Type: Fiduciary roleName of OBA: M. B.Address: Los Gatos, CA 95032Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 6/11/2025Number of Hours: 10 hrs annuallyNumber of Hours during trading: 0Duties: Trustee for deceased mother I*2555298, Entity Type: , Name of OBA: T B TTEE U/A DTD 12/20/00 M F B, Address: Los Gatos, California, 95032, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 06/13/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-19 |
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