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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 02/2012 | 02/2020 |
| Bank Of America, N.A. | San Jose | CA | 07/2012 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 02/2020 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 04/2025 | Present |
| Bank Of America, N.A. | Palo Alto | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
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