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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-14 |
| CA | RA | APPROVED | 2016-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 01/2016 | Present |
| Bank Of America, N.A. | Roseville | CA | 11/2022 | Present |
PORTERO CONCIERGE / FOOTHILL RANCH,CA 92610 / ASSISTANT AS NEEDED/ START DATE 12/12/2014 I*1784303 Entity Type, Name of OBA: Rental Property 1 Address: GaltCalifornia95632 Investment Related: No Compensation: Yes Position, Title, Association: Co-owner with other family members Employee Start Date: 05/31/2024 No Hours: Monthly No Hours during trading: 0 Duties: I*1876280, Entity Type, for profit Name of OBA: J. LB Address: Citrus Heights,CA,95621 Investment Related: NO Position, Title, Association: Owner Employee Start Date: 06/15/2024 No Hours:12 WEEKLY No Hours during trading: 0 Duties:Working part time for myself as affiliate marketer online promoting consumer products and services. It is a sole proprietorship under my name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-16 |
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