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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-17 |
| CA | RA | APPROVED | 2014-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 03/2014 | Present |
| Bank Of America, N.A. | Roseville | CA | 08/2014 | Present |
I*4184266, Entity Type: , Name of OBA: C D E JR TTEE E I E TTEE U/A DTD 04/26/2024 , Address: EL DORADO HILLS, California, 95762, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/27/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-19 |
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