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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2010-05-11 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
6002 El Tordo, Rancho Santa Fe, CA 92067 • United States
6006 El Tordo Pwm, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santafe | MA | 10/2009 | Present |
| Bank Of America, N.A. | Rancho Santafe | CA | 08/2010 | Present |
I*1798294 Entity Type: N/A Name of OBA: Rental Property 1 Address:San Diego, CA Investment Related:No Position, Title, Association:Sole owner Start Date:01/03/2011 No Hours: 10 Yearly No Hours during trading:0 Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-05 |
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