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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-17 |
| CA | RA | APPROVED | 2017-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 05/2014 | Present |
| Bank Of America, N.A. | Menlo Park | CA | 02/2018 | Present |
I*1174285For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Highlands Ranch, Colorado, 80129Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2008Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 1Duties: , General Notes: This was our Primary residence and I rented it when we moved. I have a property management company that takes care of this property. It is located in another state from where I live. I*, 2066418 Entity Type: Entity For Profit Name of OBA: Mimosa Ter LLCAddress: Fremont, CA, 94555 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/11/2024No Hours: 0 No Hours during trading: 0 Duties: A new LLC created to possibly put my rental property (already disclosed) into the LLC for liability reasons. Sole owner entity, I'm 100% owner and using my SSN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
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