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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-04-09 |
| TX | RA | APPROVED | 2010-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 10/2009 | Present |
I*886291 Entity Type; Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Anaheim, California, 92801 Position, title, association: Co-owner with non-family members Start date of relationship: 6/14/2022 Number of hours devoted: 20 hours Mthly Number of hours devoted during trading hours: 0 Duties: Co owner of rental property I*22528 ENTITY TYPE: PROPERTY PROPERTY NAME OF OUTSIDE BUSINESS ORGANIZATION: NORTHRIM CT RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: SAN DIEGO, CALIFORNIA 92111 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 5/8/2015 NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SPOUSE OF OWNER I*22529 ENTITY TYPE: RENTAL PROPERTY NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY CAMINITO GABALDON INVESTMENT RELATED: NO ADDRESS OF BUSINESS: SAN DIEGO, CALIFORNIA 92108 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/8/2015 NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER I*2989284 Entity Type: Charitable Name of OBA: Girl Scouts San Diego Address: San Diego, California, 92103 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/01/2025 Number of Hours: 150, Yearly Number of Hours during trading: 0, Yearly Duties: Leading girls to be stronger leaders in our world I'm the co-leader of my daughter's Girl Scout troop. I am on the troop bank account to pay for troop expenses. I*3276264, Entity Type, Name of OBA: R L W Jr Estate Address: SanteeCalifornia92071 Investment Related: No Position, Title, Association: Executor Employee Start Date: 10/22/2025No Hours: 10 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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