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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2009-07-22 |
| CA | RA | APPROVED | 2009-07-13 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
3075A Hansen Way, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Newport Beach | CA | 07/2009 | Present |
| Bank Of America, Na | Newport Beach | CA | 09/2009 | Present |
| Bank Of America, Na | Newport Beach | CA | 09/2009 | Present |
I*46415 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: COVINA, CALIFORNIA 91723 NATURE OF BUSINESS: OTHER, JOINT NAME POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/2/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL 3)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: COVINA, CALIFORNIA UNITED STATES OF AMERICA 91722 NATURE OF BUSINESS: OTHER JOINT POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 1 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF PROPERTY I*8139 For profit or not for profit: Name of outside business organization: SIDNEY HO & LONI ANG Investment related: Address of business: REDWOOD CITY, California 91722 Nature of business: , Position, title, association: , Start date of relationship: 3/1/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-09 |
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