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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-09 |
| CA | RA | APPROVED | 2015-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 04/2015 | Present |
| Bank Of America, N.A. | San Diego | CA | 09/2019 | Present |
I*2987270, Entity Type: , Name of OBA: Chula Vista Elementary School District, Address: Chula Vista, California, 91910, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 11/01/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Soccer and sports coach, Elementary School District
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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