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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
450 Newport Center Dr Ste. 280, Newport Beach, CA 92660 • United States
800 West Main Street Suite 1150, Boise, ID 83702 • 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 | Newport Beach | CA | 02/2020 | Present |
| Bny Mellon | Century City | CA | 07/2014 | 02/2020 |
| Bank Of America, N.A. | Newport Beach | CA | 03/2020 | Present |
I*3704267 Entity Type: For Profit Name of OBA: B L 106 LLC Address: Yorba Linda, California, 92886Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/18/2020Number of Hours: 0 Number of Hours during trading: 0 Duties: The LLC owns two single family homes and four duplexes with tenants in the Belleville, IL community. None I*3704270 Entity Type: For Profit Name of OBA: Kevcor Holdings III LLC Address: Long Beach, California, 90807Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/01/2021Number of Hours: 0 Number of Hours during trading: 0 Duties: Kevcor Holdings III LLC was opened to be a holdings company for my wife and I - we own 50% each. The Kevcor Holdings III LLC is the entity my wife uses when she has an engagement as a consultant or a paid speaking engagement. Kevcor Holdings III LLC is owner of our interest in Belleville Lynx LLC. None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-14 |
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