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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-20 |
| TX | RA | APPROVED_RES | 2017-01-20 |
Branch Locations
2555-2595 W Chandler Blvd, Chandler, AZ 85224 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2013 | Present |
I*, 2739268 Entity Type: For Profit, Name of OBA: J V, Address: Mesa, Arizona 85206, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 08/22/2025, No Hours: 8hrs per week, No Hours during trading: 0, Duties: Publish coloring books, journals, school curriculum on Amazon. Owner, content creation for books. I*3833276 Entity Type: Entity Charitable Name of OBA: Unboxed Learning Experiences Address: Chandler, Arizona, 85225 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/23/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: To expand access to educational enrichment opportunities by removing financial and logistical barriers and providing experiential learning experiences such as field trips, cultural programs, and community based educational programs, and community based educational activities that complement learning outside the traditional class room. Serve as secretary of the board, keep minutes, official records, compliance documentation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-18 |
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