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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| CA | RA | APPROVED | 2011-11-02 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • 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 | Newport Beach | CA | 07/2011 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 11/2011 | Present |
I*: 1882291Entity Type: CharitableName of OBA: Corona del Mar Boys Soccer BoostersAddress: Newport Beach, CA 92660Investment Related: NoPosition, Title, Association: Board Member, OfficerEmployee Start Date: 06/13/2024Number of Hours: 24 hrs annaullyNumber of Hours during trading: 1 hr annuallyDuties: Support for parents to work with the student athletes and have consistency with the soccer program. Have meetings once a month to update parents on player activity I*4596273 Entity Type: N/A Name of OBA: MLPF& S CUST FPO B B M RRA FBO B B M Address: CORONA DEL MAR, California, 92625 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/21/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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