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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-03-16 |
| TX | RA | APPROVED_RES | 2010-03-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arcadia | CA | 03/2010 | Present |
| Bank Of America,N.A. | Pasadena | CA | 06/2011 | Present |
I*121076 For profit or not for profit: For-Profit Organization Name of outside business organization: HB Skywalker LLC Investment related: N Address of business: Arcadia, California 91006 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 3/1/2019 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: for vacation rental property holding purpose. I'm the owner of this solo owner LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-26 |
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