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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-26 |
| CA | RA | APPROVED | 2017-06-14 |
Branch Locations
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 | San Jose | CA | 07/2016 | Present |
| Bank Of America, Na | San Jose | CA | 07/2017 | Present |
I*1953271, Entity Type, Entity for Profit, Name of OBA: Mojgan Mohammadi - Holistic Health, Address: San Jose, CA, 95128, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 09/01/2024, No Hours: 7hrs/Weekly, No Hours during trading: 0, Duties: To provide Integrative Coaching on various nutrition and health topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
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