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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-10-08 |
| CA | RA | APPROVED | 2004-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Tucson | AZ | 02/2004 | Present |
| Bank Of America, Na | Tucson | AZ | 02/2010 | Present |
I*123569 For profit or not for profit: For-Profit Organization Name of outside business organization: ASASP Properties LLC Investment related: N Address of business: TUCSON, Arizona 85718 Position, title, association: Family Held Start date of relationship: 5/23/2019 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: INVEST IN COMERCIAL REAL ESTATE I*: 2806288 Entity Type: Fiduciary role Name of OBA: T.- G. TRUST DATED 12/06/2019 Address: TUCSON, Arizona 85718 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 09/02/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Co-Trustee for spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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