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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-22 |
| CA | RA | APPROVED | 2011-06-24 |
Branch Locations
1331 N California Blvd, 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, Inc. | Walnut Creek | CA | 05/2011 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 01/2021 | Present |
I*42208 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: K. G. INVESTMENT RELATED: NO ADDRESS OF BUSINESS: SAN RAMON, CALIFORNIA 94582 POSITION, TITLE, ASSOCIATION: EMPLOYEE START DATE OF RELATIONSHIP: 7/1/2011 NUMBER OF HOURS DEVOTED: 20 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE NATURE OF THE BUSINESS IS SCANNING DOCUMENTS/ MAIL AND SAVE THEM ELECTRONICALLY FOR K. G., HE IS A FRIEND. HE MAILS ME THE DOCUMENTS WEEKLY TO DO THE SCANNING ON THE WEEKEND. A FEW TIMES A YEAR, I TAKE HIS DOCUMENTS TO STORAGE. I*: 2590269 Entity Type: Charitable Name of OBA: Mustang Soccer Address: Danville, CA 94506 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 7/2/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: The organization is a youth soccer club. I will be the treasurer for one youth soccer team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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