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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-05-28 |
| CA | RA | APPROVED | 2008-09-10 |
Branch Locations
2555 E Camelback Rd, Phoenix, AZ 85016 • United States
Scottsdale, AZ • 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 | 08/2007 | Present |
| Bank Of America, N.A. | San Francisco | CA | 02/2013 | Present |
I*3293277 Entity Type: Fiduciary role Name of OBA: H. V. TTEE M. V. TTEE U/A DTD 12/14/2018 Address: Scottsdale, AZ 85255 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-08 |
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