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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-03-19 |
| CA | RA | APPROVED | 1999-03-10 |
Branch Locations
700 Main St, Napa, CA 94559 • United States
Fairfield, CA • United States
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 | Napa | CA | 09/1997 | Present |
| Bank Of America, N.A. | Napa | CA | 09/2009 | Present |
I* 1826270For profit or not for profit: Entity For Profit Name of outside business organization: Carabao Lease Investment related: no Address of business: Napa, CA, 94559Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 05/13/2024Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 0Duties: Looking to be a signor on a property lease for a new restaurant. I*1783257, Entity Type Entity For Profit, Name of OBA: Kasalo LLC Address: Napa California 94559 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date:03/16/2024 No Hours:10 weekly No Hours during trading: 0 Duties: Restaurant Owner/Member I*3755304, Entity Type: Entity For Profit, Name of OBA: Kasalo Wines LLC, Address: Napa, California, 94558, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 03/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Help facilitate distribution channels. Bottle wines to be distributed for retail.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-05 |
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