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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-05-12 |
| TX | RA | APPROVED | 2008-05-12 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2008 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 03/2022 | Present |
I*1625269Girl Scouts of Orange County ADDRESS, Irvine ,CA?Investment Related: NOPosition, Title, Association Treasurer Employee Start Date: 01/12/2024No Hours:0No Hours during trading:0Duties:Troop Leader and Treasurer of a Girl Scout troop. Will organize and lead monthly meetings and activities. Will be managing funds raised through fundraisers and dues. And will use those funds to pay for activities for the Girl Scout Troop. I*3015278 Entity Type: Charitable Name of OBA: Girl Scouts of Orange County (troop # 2) Address:Irvine California Investment Related:No Position, Title, Association:Treasurer Start Date:11/01/2025 No Hours: 4 Monthly No Hours during trading:0 Monthly Duties:Help girls develop skills, confidence and character I will have access to the troop's bank account which is to be used for the troop's benefit only. There will be no investments only a checking account which should hold no more than $1,000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-27 |
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