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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
Branch Locations
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
131 South Rodeo Drive Suite 300, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Culver City | CA | 10/2016 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Culver City | CA | 08/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 04/2018 | 12/2020 |
| Rockefeller Financial Llc | Los Angeles | CA | 12/2020 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 04/2022 | 12/2025 |
| Bank Of America, N.A. | Beverly Hills | CA | 04/2022 | 12/2025 |
| Ubs Financial Services Inc. | Beverly Hills | CA | 01/2026 | Present |
I*1448281 For profit or not for profit: Entity For Profit Name of outside business organization: Deane Ave Holdings LLC Investment related: N Address of business: Hollywood, California, 90068, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
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