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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-02 |
| TX | RA | APPROVED | 2022-12-01 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sherman Oaks | CA | 07/2015 | 11/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 12/2022 | Present |
| Bank Of America, N.A. | Westlake Village | CA | 01/2023 | Present |
I*3386273 Entity Type: N/A Name of OBA: BRENDAN J LYNCH TTEE R L TTEE U/A DTD 04/11/2025 Address: Thousand Oaks, California, 91360 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/02/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
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