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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| CA | RA | APPROVED | 2016-03-10 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
3 Better World Cir, Temecula, CA 92590 • United States
Temecula, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donna Carmichael | Long Beach | CA | 01/2008 | Present |
| Bank Of America, N.A. | Newport Coast | CA | 02/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Coast | CA | 02/2016 | Present |
I*3070282, Entity Type: , Name of OBA: R T & J T T Trust, Address: Temecula, California, 92592, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 01/10/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
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