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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-12 |
| CA | RA | APPROVED | 2018-01-17 |
Branch Locations
100 Federal St Ci Business Controls, Boston, MA 02110 • United States
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 09/2017 | Present |
| Phoenix Boys Choir | Phoenix | AZ | 04/2016 | 09/2017 |
I*: 2091300Entity Type: Rental Property Name of OBA: Rental Property 1Address: Chandler, AZ 85225Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 12/1/2024Number of Hours: 0Number of Hours during trading: 0Duties: rental property owner I*2704294, Entity Type: , Name of OBA: J W, Address: Gilbert, Arizona, 85295, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/08/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2704293, Entity Type: Entity For Profit, Name of OBA: LIVIN LA VIDA LAURA LLC, Address: Chandler, Arizona, 85225, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/08/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Paying for necessary property expenses. As part of estate planning/asset protection we are moving our existing rental property into an LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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