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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED_RES | 2000-09-15 |
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, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 09/2000 | Present |
| Bank Of America, N.A. | Tucson | AZ | 09/2013 | Present |
I*66609FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: KELEVRA PROPERTIES LLCINVESTMENT RELATED: NADDRESS OF BUSINESS: TUCSON AZ 85750NATURE OF BUSINESS: LLCPOSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 9/16/2013NUMBER OF HOURS DEVOTED: 5 MONTHLY HOUR(S)NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY. FA IS PLANNING TO START PURCHASING PROPERTY TO BECOME RENTAL PROPERTIES, AND WILL HOLD THEM IN THE LLC. I*3760324Entity Type: N/AName of OBA: BADA Condominios ACAddress: San Carlos, Sonora, 85506Investment Related: NoPosition, Title, Association: N/AEmployee Start Date: 02/21/2026Number of Hours: 4, YearlyNumber of Hours during trading: 0, YearlyDuties: Home Owners Association Secretary of the committee I*3759304, Entity Type: , Name of OBA: Rental Property 1, Address: Hermosillo, Sonora, 83200, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 02/12/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3763292, Entity Type: , Name of OBA: Rental Property 3, Address: Tucson, Arizona, 85712, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 02/13/2026, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3763293, Entity Type: , Name of OBA: Rental Property 4, Address: Tucson, Arizona, 85712, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 02/13/2026, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3763294, Entity Type: , Name of OBA: Rental Property 5, Address: Tucson, Arizona, 85711, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 02/13/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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