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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-23 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
1424 State St, Santa Barbara, CA 93101 • United States
Mammoth Lakes, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 10/2009 | Present |
| Bank Of America,N.A. | Santa Barbara | CA | 06/2011 | Present |
I*1269320 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-20 |
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