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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sun City | AZ | 05/2013 | Present |
| Bank Of America, N.A. | Sun City | AZ | 07/2013 | Present |
I*1143257 Entity Type: N/A Name of OBA: Rental Property 1 Address:Peoria Arizona Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:7/01/2022 No Hours: 3 Yearly No Hours during trading:0 Yearly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-28 |
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