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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-03-17 |
| TX | RA | APPROVED | 2015-07-30 |
| CA | RA | APPROVED | 2015-07-10 |
Branch Locations
900 Tahoe Blvd Pbig - Incline Village Pw, Incline Village, NV 89451 • United States
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2015 | Present |
| Bank Of America, N.A. | San Francisco | CA | 10/2015 | Present |
1) CALIFORNIA TENNIS CLUB; TENNIS CLUB; SAN FRANCISCO, CA 94115. NOT INVESTMENT RELATED. DIRECTOR SINCE 1/1/11. 0 HOURS DURING BUSINESS HOURS AND 1/2 HOUR PER WEEK AFTER CLOSE OF BUSINESS. 2) PACIFIC ROD AND GUN CLUB520 JOHN MUIR RDSAN FRANCISCO, CA 94132NOT INVESTMENT RELATED/NOT FOR PROFITDIRECTORAFFILIATION START/END DATE/1/1/2011/NO END DATE2 HOURS PER MONTH AFTER BUSINESS HOURS I*3678275, Entity Type: , Name of OBA: C C K TTEE MR P K K TTEE U/A DTD 07/13/2006 , Address: San Franciscco, California, 94118, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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