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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2016-04-28 |
Branch Locations
333 S Hope St, Los Angeles, CA 90071 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
Tustin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Yorba Linda | CA | 06/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yorba Linda | CA | 06/2015 | Present |
I*883232For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Kapolei, Hawaii, 96707Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/1/2022Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I* 1785380 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: no Address of business: Anaheim, CA, 92802 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 08/01/2024 Number of hours devoted: 5 yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-29 |
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