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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-12-23 |
| TX | RA | APPROVED | 2016-02-23 |
| CA | RA | APPROVED | 2016-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 09/2015 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 05/2016 | Present |
I*: 2048334 Entity Type: Business or Industry Organization Name of OBA: Berkeley Reparatory Theatre Address: Berkeley, California Investment Related: No Position, Title, Association: committee member on their Corporate Sponsorship Advisory Committee Employee Start Date: 01/2025 Number of Hours: 20hrs annually Number of Hours during trading: 0 Duties: Serving as a committee member on their Corporate Sponsorship Advisory Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-12 |
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