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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-31 |
| CA | RA | APPROVED | 2017-08-01 |
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 | Beverly Hills | CA | 08/1992 | Present |
| Bank Of America | Los Angeles | CA | 08/2001 | 03/2017 |
| Bank Of America, Na | Beverly Hills | CA | 06/2017 | Present |
I*113453For profit or not for profit: For-Profit OrganizationName of outside business organization: Attollo PropertiesInvestment related: NAddress of business:West Hollywood, California 90069Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 3/29/2007Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: We created this DBA to collect rent for 2 condos in Dallas TX. I*786262For profit or not for profit: Name of outside business organization: VPSH LLCInvestment related: NAddress of business: West Hollywood, California, 90069Nature of business: ["Business or Industry Organization"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/21/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Real estate income property in Dallas TX. I*1691256, Entity Type, Name of OBA: Rental Property 1 Address: Dallas, TX 75243 Investment Related: N Position, Title, Association: Sole owner Employee Start Date: 03/01/2007 No Hours: No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-09 |
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