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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-03 |
| CA | RA | APPROVED | 2016-05-05 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 12/2015 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 10/2016 | Present |
I*405330, Entity Type: Entity For Profit, Name of OBA: MyAphrodite, Address: Alamo, California 94507, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 07/08/2019, No Hours: 10, No Hours during trading: 0, Duties: Helping family business develop a technology application that provides services for customers of replenishment based retail products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-04 |
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