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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-12-15 |
| TX | RA | APPROVED | 2008-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 12/2008 | Present |
| Bank Of America, N.A. | San Mateo | CA | 07/2013 | Present |
I*828275 Entity Type:: Charitable Name of outside business organization: Interfaith Center at the Presidio Investment related: No Address of business: San Francisco, CA 94129 Position, title, association: committee member Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: I sit on their campaign committee, discussing ways to help raise money for chapel restoration. Outside of sitting in on monthly calls/meetings, I'm asked to do very little. Occasionally I attend a fundraising event. I*: 2929369 Entity Type: School Name of OBA: St Pius Church Men's Club Address: Redwood City, CA 94061 Investment Related: No Position, Title, Association: board member Employee Start Date: 10/01/2025 Number of Hours: 40 hrs mthly Number of Hours during trading: 0 Duties: I attend a monthly board meeting, and volunteer roughly 30-40 hours a year of my time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-24 |
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