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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-16 |
| CA | RA | APPROVED | 2010-04-05 |
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 | San Francisco | CA | 03/2010 | Present |
| Bank Of America, N.A. | San Francisco | CA | 10/2010 | Present |
I*3370283, Entity Type: , Name of OBA: 2004 G Revocable Trust, Address: Pleasant Hill, California, 94523, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 12/24/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
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