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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-18 |
| CA | RA | APPROVED | 2019-01-03 |
Branch Locations
212 E Main St, Visalia, CA 93291 • United States
Visalia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Visalia | CA | 09/2018 | Present |
| Unemployed | Visalia | CA | 04/2018 | 09/2018 |
| Double D Sales Company, Inc. | Visalia | CA | 09/2016 | 04/2018 |
| Pro Citrus Network, Inc. | Visalia | CA | 10/2013 | 09/2016 |
| Bank Of America, N.A. | Visalia | CA | 09/2018 | Present |
I*4776271, Entity Type: Fiduciary role Name of OBA: COLLEGE SAVINGS PLAN - ME FBO W M C SME 2021 C FAMILY PART Address: Visalia, California, 93291, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 06/30/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: Co-Trustee/Child/Grandchild I*427473 Entity Type: HOA, Co-op, Freehold Name of OBA: The Villas at Bella Sera Homeowners Association Address: Visalia, California, 93279 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 12/17/2024 Number of Hours: 4, Monthly Number of Hours during trading: 0.25, Monthly Duties: To maintain the infrastructure and property values of the neighborhood Occasional tasks as needed, generally input on how to manage the community, sometimes parking and home maintenance enforcement, architectural reviews etc..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-29 |
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