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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2012-03-28 |
| CA | RA | APPROVED | 2000-09-22 |
Branch Locations
2505-2565 W Chandler Blvd Wealth Management Client Care, Chandler, AZ 85224 • United States
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
Simi Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pasadena | CA | 07/1994 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 07/1994 | Present |
I*2631285, Entity Type: , Name of OBA: H Family Trust U/A DTD 07/07/2016 , Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07/17/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2631286, Entity Type: , Name of OBA: H Family Trust U/A DTD 07/07/2016 , Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/17/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-05 |
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