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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-06-29 |
| TX | RA | APPROVED | 2015-06-26 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
Oak Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 05/2015 | 12/2016 |
| Bank Of America, N.A. | Beverly Hills | CA | 07/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 12/2016 | Present |
I*1840274 Entity Type, Name of OBA:Rental Property 1 Address:Boise,Idaho,83705 Investment Related:no Position, Title, Association: Co-owner with other family membersEmployee Start Date:08/01/2024 No Hours:12 yearly No Hours during trading: 0 Duties: I*2736263, Entity Type, Name of OBA: Rental Property 2 Address: Oak ParkCalifornia91377 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 11/01/2025 No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
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