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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED_RES | 2008-05-07 |
| CA | RA | APPROVED | 2008-04-25 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
Sandpoint, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 04/2008 | Present |
| Bank Of America,N.A. | Walnut Creek | CA | 06/2011 | Present |
I*4759300 Entity Type: Fiduciary role Name of OBA: C. L. R. Address: Alamo, California, 94507 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/25/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-22 |
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