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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-20 |
| CA | RA | APPROVED | 2010-12-16 |
Branch Locations
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 | Phoenix | AZ | 04/2008 | Present |
| Bank Of America, N.A. | Tucson | AZ | 05/2014 | Present |
I*121568For profit or not for profit: Non-Profit OrganizationName of outside business organization: Father's Day Council TucsonInvestment related: NAddress of business:Tucson, Arizona 85724Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2019Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: I sit on the board for our annual gala benefitting Type 1 Diabetes research, which my daughter was diagnosed with almost 2 years ago. I simply add input on the event and provide guidance to one of the fathers being honored each year. I*2990276, Entity Type: , Name of OBA: W & B W, Address: Clackamas, Oregon, 97015, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee State Date: 10/10/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-10 |
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