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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| CA | RA | APPROVED | 2020-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2020 | Present |
| St. Helena Montessori School | St. Helena | CA | 09/2008 | 03/2020 |
| 140.32 Llc | Napa | CA | 09/2015 | 06/2019 |
| Bank Of America, N.A. | San Francisco | CA | 06/2020 | Present |
I*3016278 Entity Type: Charitable Name of OBA: St. Helena Little League Address: St. Helena, California, 94574 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/15/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Youth sports - baseball. Board Member, advise and govern local little league.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
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