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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-08 |
| CA | RA | APPROVED | 2005-02-14 |
Branch Locations
3075A Hansen Way, Palo Alto, CA 94304 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 03/2000 | Present |
| Bank Of America, N.A | Palo Alto | CA | 02/2020 | Present |
I*3536287, Entity Type: , Name of OBA: J T, Address: CARLSBAD, California, 92009, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/14/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5151271, Entity Type Profit, Name of OBA: Self-employed Address: carlsbad California 92009 Investment Related: No Position, Title, Association: Yoga teacher Employee Start Date: 08/01/2026 No Hours: 5 Monthly No Hours during trading: 0 Duties: Teaching yoga, Yoga
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-03 |
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