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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED_RES | 2012-04-11 |
| CA | RA | APPROVED | 2001-02-16 |
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 | San Francisco | CA | 10/2000 | Present |
| Bank Of America,N.A. | San Francisco | CA | 06/2011 | Present |
I*4964267, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Under the Buttonwood Tree, Address: Las Vegas, Nevada, 89149, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 07/30/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: I'm the Author of the children's book. I created and produced a children’s educational book titled Under the Buttonwood Tree
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-06 |
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