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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-01 |
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 | 12/2018 | Present |
| Wells Fargo Bank | Irvine | CA | 05/1989 | 12/2018 |
I*: 2925297 Entity Type: Fiduciary role Name of OBA: A. and R. E. Family Trust Address: Coronado, CA 92118 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 11/1/2025 Number of Hours: 4 hrs annually Number of Hours during trading 0: Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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