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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-03 |
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 And Smith Incorporated | Carmel | CA | 03/1997 | Present |
| Bank Of America, N.A. | Carmel | CA | 09/2009 | Present |
I*350070, Entity Type: Entity For Profit, Name of OBA: Pine Street Studios, Address: Portland, Oregon 97215, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/01/2005, No Hours: 1, No Hours during trading: 0, Duties: Limited partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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