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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-02-14 |
| CA | RA | APPROVED | 2001-03-29 |
Branch Locations
3255 W March Ln, Stockton, CA 95219 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Stockton | CA | 12/2000 | Present |
| Bank Of America, Na | Stockton | CA | 08/2009 | Present |
I*2239341, Entity Type: , Name of OBA: L L, Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 14-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:I*2757294, Entity Type: , Name of OBA: C J L , Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2757305, Entity Type: , Name of OBA: C J L RRA FBO C J L, Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2757306, Entity Type: , Name of OBA: C J L, Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2757308, Entity Type: , Name of OBA: E S DCSD IRRA FBO C J L , Address: San Francisco, California, 94118, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*4513295Entity Type: N/AName of OBA: MLPF& S CUST FPO MRS L M L IRRA FBO MRS L M LAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4513296Entity Type: N/AName of OBA: MLPF& S CUST FPO L M L IRA FBO L M LAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4513297Entity Type: N/AName of OBA: P AND L L TTEES U/A DTD 06/14/1989 BY L FAMILY TRUSTAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4513298Entity Type: N/AName of OBA: L & P L TTEES U/A DTD 06/14/1989 BY L FAMILY TRUSTAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4513299Entity Type: N/AName of OBA: P & L L TTEES U/A DTD 06/14/1989 BY L FAMILY TRUSTAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4513300Entity Type: N/AName of OBA: P & L L TTEES U/A DTD 06/14/1989 BY L FAMILY TRUSTAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: ParentsI*4514281Entity Type: N/AName of OBA: P A L ET AL TTEE U/A DTD 06/14/1989 BY P A LAddress: San Francisco, California, 94118Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/30/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Parents I*4603270 Name: L M L Address: San Francisco, CA Investment: No Association: POA Start Date: 5/21/26 Hours: 1, Monthly Hours during trading: 0, Monthly Duties: Child/Grandchild I*4604271 Name: MLPF& S CUST FPO MRS L M L IRRA FBO MRS L M L Address: San Francisco, CA Investment: No Association: POA Start Date: 5/21/26 Hours: 1, Monthly Hours during trading: 0, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
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