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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED | 2023-01-24 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
2555-2595 W Chandler Blvd Preferred Investment Sales, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2014 | 11/2018 |
| Bank Of America, N.A. | Chandler | AZ | 09/2014 | 11/2018 |
| Jp Morgan Securities, Llc | Scottsdale | AZ | 11/2018 | 10/2022 |
| Jp Morgan Chase Bank, N.A. | Scottsdale | AZ | 11/2018 | 10/2022 |
| Az Classics, Llc. | Mesa | AZ | 03/2016 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 10/2022 | Present |
| Bank Of America N.A. | Chandler | AZ | 01/2023 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 10660 E FLORIAN AVE, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/15/2016 ADDRESS: 2412 MESA, AZ. DETAILS: PASSIVE RENTAL INCOME INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 1 I* 1695283 Entity Type: Entity For Profit Name of OBA: High Country Pines HOA Address: Heber, Arizona Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/05/2024 No Hours: 0 No Hours during trading: 0 Duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
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