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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-25 |
Branch Locations
701 B St, San Diego, CA 92101 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | San Diego | CA | 11/2010 | 03/2019 |
| U.S. Bank | San Diego | CA | 05/2017 | 03/2019 |
| Mufg Union Bank | San Diego | CA | 03/2019 | 06/2022 |
| Unionbanc Investment Services, Llc | San Diego | CA | 04/2019 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2022 | Present |
I*3555271 Entity Type: N/A Name of OBA: Steele Canyon Estates Home Owners Association Address: La Mesa, California, 91942 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/16/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: The purpose of being on the board is to protect homeowner property and quality of life by making informed, fair and transparent decisions. This allows for the preservation of our community and property values. Meeting once a month as a board member to the HOA. These meetings take place after business hours on the third Thursday of ever month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-16 |
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