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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-03-18 |
| CA | RA | APPROVED | 2006-01-23 |
Branch Locations
21215 Burbank Blvd, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 05/2005 | Present |
| Bank Of America, N.A. | Woodland Hills | CA | 06/2011 | Present |
I*2180273, Entity Type: , Name of OBA: W R. B Separate Trust Restated May 7th, 2021, Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 20-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2210288, Entity Type: , Name of OBA: W R B, Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 20-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-20 |
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