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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-17 |
| CA | RA | APPROVED | 2016-12-14 |
Branch Locations
315 Montgomery St, San Francisco, CA 94104 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | South San Francisco | CA | 04/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | South San Francisco | CA | 04/2016 | Present |
I*9185 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Fremont, California 94539 Nature of business: Position, title, association: Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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