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101 Jefferson Drive, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-22 |
Branch Locations
101 Jefferson Drive, Menlo Park, CA 94025 • United States
Mission Viejo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Niguel | CA | 10/2009 | 03/2021 |
| Bank Of America, N.A. | Laguna Niguel | CA | 10/2017 | 03/2021 |
| Sage Rhino Capital, Llc | Menlo Park | CA | 03/2021 | Present |
For profit or not for profit: For-Profit Organization Name of outside business organization: LMNOP Group. Investment related: No. Address of business: 21902 Calabaza, Mission Viejo, California 92691/ Nature of business: Consulting Firm in pharmaceutical and medical device industry. Position, title, association: Authorized signer on bank accounts. Start date of relationship: 1/8/2020 Number of hours devoted: 0 hour(s) Annually. Number of hours devoted during trading hours: 0 hour(s). Duties: Laura's husband provides consulting services for the pharmaceutical and medical device industry. Laura has no responsibility for the company aside from being an authorized signer on the checking account under the title of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-20 |
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