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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-07 |
| CA | RA | APPROVED | 2009-01-12 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 01/2009 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 07/2011 | Present |
I*2175414, Entity Type: , Name of OBA: C C Gift Trust, Address: Alamo, California, 94507, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 05-Jan-2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-30 |
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