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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-07 |
| CA | RA | APPROVED | 2003-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pleasanton | CA | 08/1999 | Present |
| Bank Of America, N.A. | Pleasanton | CA | 04/2019 | Present |
I*: 2981275 Entity Type: Not for Profit Name of OBA: Pleasanton North Rotary Address: Pleasanton, CA 94566 Investment Related: No Position, Title, Association: Chair person Employee Start Date: 10/10/2025 Number of Hours: 1.5 hrs wkly Number of Hours during trading: 1.5 hrs wkly Duties: Chair all youth related activities through the Rotary group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
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