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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-20 |
| CA | RA | APPROVED | 2001-06-08 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 02/2000 | Present |
| Bank Of America, N.A. | Irvine | CA | 03/2017 | Present |
I*4052265, Entity Type: , Name of OBA: O N R RRA, Address: MISSION VIEJO, California, 92692, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/16/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4065295, Entity Type: , Name of OBA: MLPF& S CUST FPO O N RRA FBO O N R, Address: Mission Viejo, California, 92692, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/17/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-21 |
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