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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-15 |
| CA | RA | APPROVED | 2020-10-20 |
Branch Locations
339 Yale Ave, Claremont, CA 91711 • United States
333 S Hope St, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Claremont | CA | 04/2016 | Present |
| Bank Of America N.A. | Claremont | CA | 04/2016 | Present |
I*1955292, Entity Type,PROFIT Name of OBA:Rental Property 1 Address:fontana,CA,92335 Investment Related: NOPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 09/16/2024No Hours: 0No Hours during trading: 0Duties:N/A I*2743290, Entity Type: , Name of OBA: Rental Property 2, Address: fontana, California, 92335, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 08/23/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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