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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED_RES | 2018-07-09 |
| NV | RA | APPROVED | 2018-06-15 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
450 N Stephanie St, Henderson, NV 89014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Keizer | OR | 06/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Henderson | NV | 05/2018 | Present |
| Bank Of America, N.A. | Henderson, | NV | 01/2022 | Present |
I*2234274, Entity Type: , Name of OBA: R M P, Address: HENDERSON, Nevada, 89074, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10-Mar-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2238264, Entity Type: , Name of OBA: T N I, Address: LAS VEGAS, Nevada, 89123, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12-Mar-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
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