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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-22 |
| CA | RA | APPROVED | 2016-09-17 |
Branch Locations
2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 08/2016 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 09/2016 | Present |
I*133003For profit or not for profit: Non-Profit OrganizationName of outside business organization: Jewish Federation of Los AngelesInvestment related: NAddress of business:Los Angeles, California 90048Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/4/2020Number of hours devoted: 20 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Cabinet member for real estate and construction division. Make an annual gift and attend monthly breakfast meetings and help support the annual dinner. I*2656290, Entity Type: Entity Charitable, Name of OBA: City of Hope, Address: Duarte, California, 91010, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/07/2014, No Hours: 20 Yearly, No Hours during Trading: 5 Yearly, Duties: Serve as partner with BofA CREB on the Los Angeles Real Estate advisory Council. We help in coordination of annual gala to support the work (raise money for) of the City of Hope Caner Research and Hospital. This is an industry specific silo for the City of Hope development efforts. Medical care and research
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-12 |
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