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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-13 |
| AR | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2016-07-12 |
| CA | RA | APPROVED | 2015-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 03/2015 | Present |
| Bank Of America, N.A. | Riverside | CA | 05/2015 | Present |
I*2156277, Entity Type: , Name of OBA: F S TOD BENEFICIARIES ON FILE , Address: Cathedral City, California, 92234, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4708278, Entity Type: , Name of OBA: Rental Property - 14-Jun-26 - 1, Address: Big Bear Lake, California, 92315, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
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