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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-25 |
| CA | RA | APPROVED | 2018-12-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 02/2012 | Present |
| Bank Of America, N.A. | Pasadena | CA | 10/2018 | Present |
1.For profit or not for profit: Not for Profit2.Name of outside business organization: Iconic Arts Complex3.Investment related: No 4.Address of business: Tacoma, Washington5.Nature of business: Performance Arts 6.Position, title, association: Co-Founder7.Start date of relationship: 10/20158.Number of hours devoted: 5hrs / mo9.Number of hours devoted during trading hours: 010.Duties: responsible for overseeing the administration, programs and strategic plan of the organization. Other duties include fundraising, marketing, and community outreach.I*119285For profit or not for profit: For-Profit OrganizationName of outside business organization: PostmatesInvestment related: NAddress of business:Arcadia, California 91007Nature of business: Sole Proprietorship,Position, title, association: Owner, Start date of relationship: 11/29/2018Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Food delivery service using personal vehicle outside of market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-01 |
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