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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-05 |
| CA | RA | APPROVED | 2012-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Niguel | CA | 06/2011 | Present |
| Bank Of America, N.A. | Laguna Niguel | CA | 01/2025 | Present |
I*4842279, Entity Type: , Name of OBA: R C and T C, Address: Carson, California, 90746, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/15/2026, No Hours: 12 Yearly, No Hours during Trading: 12 Yearly, Duties: I*4847267, Entity Type: , Name of OBA: R C and T C, Address: Carson, California, 90746, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/15/2026, No Hours: 12 Yearly, No Hours during Trading: 12 Yearly, Duties: I*4845267, Entity Type, Name of OBA: C Family Trust Address: Carson California 90746 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/15/2026 No Hours:12 Yearly No Hours during trading: 12 Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-21 |
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