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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-02 |
| NY | RA | APPROVED | 2021-04-19 |
| CA | RA | APPROVED | 2010-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2002 | Present |
| Bank Of America, N.A. | New York | NY | 07/2011 | Present |
I*92096 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: LOS ANGELES, CALIFORNIA 90049 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 3/31/2015 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL OF PRIMARY HOME FOR INCOME I*102723 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: SANTA MONICA, CALIFORNIA 90403 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 1/2/2017 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL OF HOME PROPERTY FOR INCOME I*: 2622305 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: cdmx Estado de Mexico, Mexico 11560 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/15/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Sole owner/ Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-26 |
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