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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| CA | RA | APPROVED | 2020-09-11 |
Branch Locations
12220 El Camino Real Suite 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | San Diego | CA | 11/2015 | 09/2020 |
| Bank Of America, N.A. | San Diego | CA | 12/2015 | 09/2020 |
| Ubs | San Diego | CA | 09/2020 | Present |
1) Anthony Chouteau Properties, LLC; in business of buying then renting residential real estate in my hometown of Missouri. I've been a Member of the LLC since 6/2014 and this consumes approximately 150 hours per year of my time. 2) I*105031 For profit or not for profit: For-Profit Organization Name of outside business organization: SALA 2017, LLC Investment related: N Address of business: San Marcos, California 92078 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/28/2017 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: As a part of my trust and estate and liability planning this is a disregarded pass through entity for private interests. SALA 2017, LLC. 3) Sala 2017, LLC /2155 rocky point way/san marcos/ ca 92078/ United States/ Partnership / Real Estate / capture real estate expenses and general trust and estate planning purposes / Lindsay and I own 100% of the LLC / Proprietor / owner / Ownership in business? Yes, 50%/ Authority to make investment decisions?: Yes/ Start Date 6/1/2017 4) Anteau Properties, LLC/ 1708 NE Lashbrook Dr, Lees Summit, Missouri 64086 US/Investment related?: Yes/ Real Estate Proprietor / owner/I own 25% of the company/ Start Date: 3/1/2021/Time reqd of work?: no
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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