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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-18 |
| CA | RA | APPROVED | 2009-05-15 |
Branch Locations
5951 La Sendita, Rancho Santa Fe, CA 92067 • United States
6006 El Tordo, Rancho Santa Fe, CA 92067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2009 | Present |
| Bank Of America, N.A. | San Diego | CA | 09/2009 | Present |
I*1719262 Entity Type: For Profit Name of OBA: Creston Oaks llc Address:Encintas, CA Investment Related:No Position, Title, Association:Owner Employee Start Date:02/19/2024 No Hours: 5 Weekly No Hours during trading:5 Weekly Duties:I'm purchasing some property through the LLC as well as some cows and horses. I also will put some outside private placement investments into the llc. It is primarily for land, cows, and horses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-08 |
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