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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
2 disclosure categories 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 | 07/2004 | 12/2017 |
| Sage Rhino Capital, Llc | Menlo Park | CA | 12/2017 | Present |
| Bank Of America,N.A. | Menlo Park | CA | 06/2011 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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