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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
90 South E St, Santa Rosa, CA 95404 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Rafael | CA | 03/1993 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 10/2009 | Present |
RENTAL PROPERTY; ANDREW RICO RENTAL PROPERTY, 1649 MOCLIPS DRIVE, PETALUMA, CA 94954; START: 11/08; 6 HOURS ANNUALLY DURING NON-TRADING HOURS. I*1966289, Entity Type: , Name of OBA: The B Family Trust, Address: Petaluma, California, 94954, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 31-Dec-2024, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-25 |
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