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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Inc | Newport Beach | CA | 03/2004 | Present |
I*1583292 Name of OBA:ALG Management Holdings LLC Address:Newport Beach, California Investment Related:No Position, Title, Association:General Partner/Managing Member Employee Start Date: 01/01/2024 No Hours: 0 No Hours during trading: Duties:0 Duties:The sole purpose of the LLC is for my mother to hold ownership in my her employers commercial storage facilities (Dollar Self Storage). She has a small percentage of ownership in 10 LLCs and 1 LP. She is transferring her ownership from her trust into this LLC for estate planning purposes. The LLC is 100% owned by the trust. She would like to name me as the manager, per the advice of her estate attorney.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-01 |
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