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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1999-02-22 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
560 S Winchester Blvd, San Jose, CA 95128 • United States
Morgan Hill, 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 Jose | CA | 01/1997 | Present |
| Bank Of America,Na | San Jose | CA | 09/2009 | Present |
I*4822269, Entity Type: , Name of OBA: M A B TTEE U/A DTD 05/21/2007 BY A F B, Address: morgan hill, California, 95037, Investment Related: N, Position, Title, Association: TTEE, Employee Start Date: 07/06/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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