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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-03 |
| TX | RA | APPROVED | 2018-05-03 |
Branch Locations
345 California Street, San Francisco, CA 94104-2642 • United States
Moraga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2011 | 05/2018 |
| Bank Of America, N.A. | San Francisco | CA | 02/2011 | 05/2018 |
| Rbc Capital Markets, Llc. | San Francisco | CA | 05/2018 | Present |
| City National Bank | San Francisco | CA | 05/2018 | Present |
RENTAL PROPERTY; ADDRESS: 2546 27TH AVE, SAN FRANCISCO, CA 94116; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RESIDENTIAL RENTAL PROPERTY-SINGLE FAMILY HOME; CAPACITY: OWNER-OTHER; START DATE: 9/1/2013; DUTIES: IVE OWN THIS HOUSE WITH MY WIFE SINCE 2001, WE USED TO LIVE IN IT, NOW WE RENT IT OUT. WE HAVE A PROPERTY MANAGER THAT MANAGES IT FOR US; HOURS DEVOTED PER MONTH: 0; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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