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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| CA | RA | APPROVED | 2021-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank, N.A. | Reseda | CA | 11/2011 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 03/2021 | Present |
| Bank Of America, N.A. | Pasadena | CA | 03/2021 | Present |
I*584428 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Riverside, California, 92501 Nature of business: Position, title, association: Sole owner, Start date of relationship: 12/1/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*10758 For profit or not for profit: Name of outside business organization: Jose Morales Investment related: Address of business: Las Vegas, Nevada 89145 Nature of business: , Position, title, association: , Start date of relationship: 3/31/2006 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-16 |
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