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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-28 |
| CA | RA | APPROVED | 2011-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Glendale | CA | 06/2011 | Present |
| Bank Of America, N.A. | Glendale | CA | 07/2011 | Present |
I*84926 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BUSINESS NETWORKING INTERNATIONAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: STUDIO CITY, CALIFORNIA 91604 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 42278 NUMBER OF HOURS DEVOTED: 96 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RECORD ATTENDANCE/PARTICIPATION OF GROUP EACH WEEK, ASSIST PRESIDENT WHEN NEEDED, REPORT THE AVERAGE NUMBER OF REFERRALS PASSED AND VISITORS BROUGHT TO THE CHAPTER, INFORM BNI DIRECTOR OF ANY CHANGES IN MEMBERSHIP, AND CHAIR MEMBERSHIP COMMITTEE I*2070289, Entity Type Fiduciary, Name of OBA: The S Family Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2070287, Entity Type Fiduciary, Name of OBA: The S Family Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Successor Trustee Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2070285, Entity Type Fiduciary, Name of OBA: The E S Living Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Successor Trustee Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2066442, Entity Type Fiduciary, Name of OBA: The E S Living Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2066441, Entity Type Fiduciary, Name of OBA: E S Living Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties: I*2070286, Entity Type Fiduciary, Name of OBA: The S Family Trust Address: Woodland Hills, California, 91367 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: 31-Oct-2024 No Hours: 4 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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