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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| CA | RA | APPROVED | 2010-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 11/2010 | Present |
| Bank Of America,N.A. | Beverly Hills | CA | 06/2011 | Present |
I*76896For profit or not for profit: Non-Profit OrganizationName of outside business organization: CAM FoundationInvestment related: NAddress of business:, sherman oaks, California 91423Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2014Number of hours devoted: 5 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: To provide college scholarships to disadvantage studentsI*7197For profit or not for profit: Name of outside business organization: H TrustInvestment related: Address of business:Canash, 0Nature of business: ,Position, title, association: , Start date of relationship: 10/22/2018Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0Duties:I"1014275",Name of OBA: Rental Property 1,Address: Sherman Oaks, California,Investment Related: N,Position, Title: Co-owner with other family members,Employee Start Date: 8/1/2022,No Hours: 5, YearlyNo Hours: during trading: 0Duties: N/A I* 2126285, Entity Type: Non-Profit Name of OBA: ALS Network Address: Woodland Hills, California, 91365, United States Investment Related: No Position, Title, Association: Board position Employee Start Date: Jan 20245 No Hours: 3 hrs. monthly No Hours during trading: 0 Duties: Provides funding to research and patients for ALS related issues (medical)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
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