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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-09-12 |
| CA | RA | APPROVED | 2012-12-21 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 08/2012 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 03/2013 | Present |
I*: 2586274 Entity Type: Fiduciary role Name of OBA: STACEY ARCHBELL TTEE IAN R ARCHBELL TTEE U/A DTD 11/15/2003 Address: Petaluma, CA 94592 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/30/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee for self, spouse I*: 2586276 Entity Type: Fiduciary role Name of OBA: 2586276 Address: Petaluma, CA 94952 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/30/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee for self, spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
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