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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-03-22 |
| CA | RA | APPROVED | 2009-11-25 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2008 | Present |
| Bank Of America, N.A. | San Diego | CA | 09/2016 | Present |
I*: 2671291 Entity Type: For Profit Name of OBA: Boxrpi Holdings LLC Address: Sheridan, WY 82801 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/01/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: This is a Holding Company for assets/rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-17 |
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