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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| CA | RA | APPROVED | 2012-12-17 |
Branch Locations
21215 Burbank Blvd, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camarillo | CA | 09/2012 | Present |
| Bank Of America, N.A. | Camarillo | CA | 02/2013 | Present |
I*93713 For profit or not for profit: For-Profit Organization Name of outside business organization: Brandon Katz - Rental Property Investment related: Y Address of business: Austin, Texas 78753 Nature of business: General Partnership, Position, title, association: General Partner, Start date of relationship: 5/17/2016 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Investment Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-14 |
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