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245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-12 |
Branch Locations
245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 01/2008 | 03/2021 |
| Bank Of America, N.A. | San Mateo | CA | 02/2016 | 03/2021 |
| Sand Hill Global Advisors, Llc | Palo Alto | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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