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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-05-09 |
| CA | RA | APPROVED | 2011-05-03 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 04/2011 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 07/2011 | Present |
I* 1796309 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: la jolla, CA, 92037 Nature of business: Position, title, association: Sole owner Start date of relationship: 10/01/2022 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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