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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-22 |
| CA | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 09/2014 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 09/2014 | Present |
| Bcnd Private Practice | Santa Ana | CA | 01/2011 | Present |
| Various Lawyers And Insurance Adjusters | Santa Ana | CA | 01/2000 | Present |
I*440802For profit or not for profit: Entity For ProfitName of outside business organization: C V BCND Private PracticeInvestment related: NAddress of business: Santa Ana, CaliforniaNature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 1/1/2011Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Weekends, Organize Patient files and help with general office matters like contacting laboratories and ordering supplies I*4368266, Entity Type: , Name of OBA: San I de L Trust C R V D C TTEE D J C TTEE U/A DTD 07/01/2021 , Address: Aliso Viejo, California, 92656, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/11/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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