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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2020-08-07 |
| TX | RA | APPROVED_RES | 2014-04-14 |
| CA | RA | APPROVED | 2011-07-20 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
2 Pine St, New Canaan, CT 06840 • United States
Wilton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Laguna Hills | CA | 10/2003 | Present |
| Bank Of America, N.A. | Laguna Niguel | CA | 09/2006 | Present |
| Merrill Lynch | Laguna Niguel | CA | 04/2011 | Present |
I*505744 Entity Type; Rental Property Name of outside business organization: Englebright Family Trust Investment related: No Address of business: Wilton, Connecticut, 06897 Position, title, association: Co-owner with other family members, Start date of relationship: 7/1/2021 Number of hours devoted: 4 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-11 |
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