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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-11-13 |
| FL | RA | APPROVED | 2008-11-24 |
| TX | RA | APPROVED_RES | 2008-11-19 |
Branch Locations
3075A Hansen Way, Palo Alto, CA 94304 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne | FL | 11/2008 | Present |
| Bank Of America,N.A. | Menlo Park | CA | 06/2011 | Present |
I*973330, Name of OBA: Rental Property 1 Address: Melbourne, FL Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/1/2012 No Hours: 3 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-28 |
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