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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-24 |
| CA | RA | APPROVED | 2012-09-21 |
Branch Locations
23655 N Scottsdale Rd, Scottsdale, AZ 85255 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Scottsdale | AZ | 06/2012 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 12/2012 | Present |
I*2930359 Entity Type: Fiduciary role Name of OBA: S, Family Charitable Fund Address: SCOTTSDALE, Arizona, 85250 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/31/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Co-Trustee Self, Spouse I*3075264 Entity Type: Political Affiliation Name of OBA: B. G. for Scottsdale Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Campaign Manager Employee Start Date: 12/01/2025 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: This is a figure ceremonial position to support his campaign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-20 |
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