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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-23 |
| CA | RA | APPROVED | 2016-04-22 |
Branch Locations
608 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Long Beach | CA | 01/2016 | Present |
| Bank Of America, N.A. | Rollling Hills | CA | 03/2016 | Present |
I*: 2415340 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Long Beach, CA 90815 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 04/25/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Owner of rental property I*: 2467299 Entity Type: Charitable Name of OBA: Palos Verdes Art Center Address: Rancho Palos Verdes, CA 90275 Investment Related: No Position, Title, Association: Board member Employee Start Date: 07/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: General committee responsibilities related to membership, community outreach, governance ideas, fundraising, etc. for the local non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
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