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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-08 |
| TX | RA | APPROVED | 2019-01-17 |
| KS | RA | APPROVED | 2018-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Overland Park, | KS | 08/2018 | Present |
| Bank Of America, N.A. | Overland Park | KS | 08/2018 | Present |
| Central Bank Of The Midwest | Blue Springs | MO | 08/2017 | 07/2018 |
| Iac/Homeadvisor | Lenexa | KS | 05/2016 | 08/2017 |
I*3107265 Entity Type: Fiduciary role Name of OBA: The S. Family Trust Address: Yorba Linda, California, 92887 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/29/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Aunt, Uncle I*3107267 Entity Type: Fiduciary role Name of OBA: C. S. Address: Yorba Linda, California, 92887 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/29/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney Uncle I*3107266 Entity Type: Fiduciary role Name of OBA: A. S. Address: Yorba Linda, California, 92887 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/29/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
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