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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED | 2022-08-08 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 01/2019 | 08/2022 |
| Island Stylz | Oakland | CA | 10/2017 | 12/2019 |
| Oaktown Properties | Oakland | CA | 10/2013 | 10/2017 |
| Autism Spectrum Therapies- Learn It Systems | Plesanton | CA | 08/2017 | 09/2017 |
| Bank Of America, N.A. | Oakland | CA | 04/2019 | 08/2022 |
| Morgan Stanley | Walnut Creek | CA | 08/2022 | Present |
*610693 - Reine Regnante Realty LLC ; Investment related: Yes; Oakland , California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 2; Acquisition - LLC will hold residential property/ properties for rental *666638 - Rise Jamaica foundation; Investment related: No; Berkeley, California; Disaster Relief:Civic/Community:Hardship Assistance:Agricultural/Horticultural; Founder (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 8; Administrative:Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-07 |
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