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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-10-29 |
| CA | RA | APPROVED | 2001-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Brea | CA | 10/2000 | Present |
| Bank Of America,N.A. | Brea | CA | 06/2011 | Present |
I*79851ENTITY TYPE: CHARITABLENAME OF OUTSIDE BUSINESS ORGANIZATION: KOTHARI FOUNDATION INVESTMENT RELATED: NOADDRESS OF BUSINESS: FULLERTON, CALIFORNIA 92835POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 8/6/2014NUMBER OF HOURS DEVOTED: 2 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FAMILY FOUNDATION FOR CHARITABLE GIVING. EXAMPLES OF RECIPIENTS: HUMAN SOCIETY, PATHWAYS OF HOPE (HOMELESS SHELTER) AND CHARITIES SUPPORTING CHILDREN'S EDUCATION. I*4085268, Entity Type: Charitable, Name of OBA: KOTHARI FOUNDATION , Address: Fullerton, California, 92835, Investment Related: N, Position, Title, Association: Treasurer, Employee Start Date: 08/27/2014, No Hours: 4 Yearly, No Hours during Trading: 0 Duties: Quarterly board meetings expected responsibilities include philanthropy/charity research for funds to be allocated to. Philanthropic. I*5138271 Entity Type: Fiduciary role Name of OBA: D. Y P. TTEE S. K. P. TTEE U/A DTD 09/27/2013 Address: Brea, California, 92821 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/16/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Co-TTEE with her spouse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-27 |
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