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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-07-18 |
| CA | RA | APPROVED | 2004-05-12 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2004 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 07/2011 | Present |
I*2611276, Entity Type: , Name of OBA: Rental Property 1, Address: Irvine, California, 92620, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 07/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
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