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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-22 |
| CA | RA | APPROVED | 2010-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2010 | Present |
| Bank Of America, N.A. | San Francisco | CA | 06/2011 | Present |
I*: 3021281 Entity Type: POA Name of OBA: A.M. Address: San JoseCalifornia95124 Investment Related: n Position, Title, Association: Power of Attorney Employee Start Date: 10/16/2025 No Hours: 0 No Hours during trading:0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-20 |
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