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101 Jefferson Drive, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 11/2009 | 12/2017 |
| Bank Of America, N.A. | Menlo Park | CA | 06/2012 | 12/2017 |
| Sage Rhino Capital, Llc | Menlo Park | CA | 12/2017 | Present |
Tax Machine Inc. Non-Investment Related. 1300 El Camino Real, Suite 100, Menlo Park, CA 94025. Tax Business. Advisor. 10/31/2025. Less than 4 hours per month. 0 during securities trading hours. Provide advice related to company's business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-23 |
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