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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-05-15 |
| CA | RA | APPROVED | 2019-05-14 |
| TX | RA | APPROVED_RES | 2002-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 03/1997 | Present |
| Bank Ofamerica,Na | Scottsdale | AZ | 09/2009 | Present |
I*1599262, Name of OBA: family housing resources inc Address: Investment Related: No Position, Title, Association: No Employee Start Date: No Hours: No Hours during trading: Duties: help with budgeting, paying off debt, etc to enable home ownership in the future
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
| S66 | Uniform Combined State Law Examination | 1998-03-13 |
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