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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-02-20 |
| TX | RA | APPROVED | 2013-02-20 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
Glendale, AZ • 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 | 10/2012 | Present |
| Bank Of America, N.A. | Chandler | AZ | 12/2013 | Present |
I*3894266, Entity Type: , Name of OBA: Z Family Trust, Address: Glendale , Arizona, 85302, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 10/30/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
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