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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-02 |
| CA | RA | APPROVED | 2022-01-13 |
Branch Locations
1780 Pleasant Grove Blvd, Roseville, CA 95747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Granite Bay | CA | 10/2003 | 11/2021 |
| Wells Fargo Clearing Services Llc | Granite Bay | CA | 04/2019 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cameron Park | CA | 11/2021 | Present |
| Bank Of America, N.A. | Cameron Park | CA | 01/2022 | Present |
I*4844267 Entity Type: Fiduciary Role Name of OBA: M & S H Family Trust Address: Roseville, California, 95747 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/02/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Co-Trustee Self, Spouse I*4842284 Entity Type: Fiduciary Role Name of OBA: The H Family Trust Address: Roseville, California, 95747 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/07/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Successor Trustee Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-20 |
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