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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-21 |
| CA | RA | APPROVED | 2021-05-14 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2008 | 05/2017 |
| Bank Of America, N.A. | San Francisco | CA | 04/2015 | 05/2017 |
| Sepio Capital, Llc | San Francisco | CA | 05/2017 | 08/2018 |
| Extended Travel | San Francisco | CA | 08/2018 | 06/2019 |
| Self Employed | San Francisco | CA | 06/2019 | 02/2021 |
| Bank Of America, N.A. | San Francisco | CA | 03/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2021 | Present |
I*: 2567260 Entity Type: Fiduciary role Name of OBA: D. M. Address: 203-111 W 10th Avenue, Vancouver, British Columbia, V5Y 1R7, CA Investment Related: No Position, Title, Association: Executor Employee Start Date: 8/1/2025 Number of Hours: 0 Number of Hours during trading:0 Duties: Executor for cousin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
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