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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| CA | RA | APPROVED | 2016-03-23 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reef Vbc | Moorpark | CA | 06/2008 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 11/2015 | Present |
| Las Virgenes Unified School District | Agoura Hills | CA | 05/2013 | Present |
| Bank Of America, N.A. | Westlake Village | CA | 02/2016 | Present |
REEF VBC: THIS IS NOT AN INVESTMENT-RELATED BUSINESS. THE ADDRESS OF THE BUSINESS IS A RESIDENTIAL ADDRESS. I ASSIST IN THE ORGANIZATION AND COACHING OF ATHLETES IN MY BROTHERS CLUB VOLLEYBALL BUSINESS. REEF SPECIALIZES IN COACHING YOUTH ATHLETES IN THE SPORT OF VOLLEYBALL.I STARTED WORKING WITH REEF IN 2008. I CURRENTLY SPEND 20-25 HR A MONTH HELPING HIM FROM THE MONTHS OF NOV - JUNE. MOST ACTIVITIES TAKE PLACE AFTER 5 PM OR ON THE WEEKEND, VERY RARELY TO NEVER IS IT DURING TRADING HRS. I*: 2924287 Entity Type: Fiduciary role Name of OBA: K. C R. Trust Address: Moorpark, CA 93021 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Co-Trustee/ Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-22 |
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