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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2010-06-30 |
| CA | RA | APPROVED | 2010-06-29 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
Tiburon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2009 | Present |
| Bank Of America, N.A. | San Francisco | CA | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-28 |
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