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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-05 |
| CA | RA | APPROVED | 2005-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 09/2004 | Present |
| Bank Of America,Na | Sacramento | CA | 09/2009 | Present |
I*4680284Entity Type: N/A Name of OBA: MLPF& S CUST FPO R L L IRA FBO R L LAddress: Rocklin, California, 95677Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/09/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Parents I*4738276 Entity Type: N/A Name of OBA: R L TTEE U/A DTD 08/03/2022 BY R L ET AL Address: Pinole, California, 94564 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/18/2026 Number of Hours: 6, Yearly Number of Hours during trading: 6, Yearly Duties: Child/Grandchild I*4739270 Entity Type: N/A Name of OBA: R L TTEE U/A DTD 08/03/2022 BY R L ET AL Address: Pinole, California, 94564 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/18/2026 Number of Hours: 6, Yearly Number of Hours during trading: 6, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-17 |
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