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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-04 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 06/2019 | Present |
| City National Bank | San Francisco | CA | 08/2012 | 06/2019 |
| Bank Of America, Na | Walnut Creek | CA | 06/2019 | Present |
I am involve in two businesses that focus on real estate investment and ownership. They are M6 Realty Ventures, LLC and Opus Land Ventures, Inc. They both share the same corporate address of 29 Orinda Way, #2171, Orinda, Ca 94563 and were created in 2017 and 2012, respectively. This is a family business and I am the sole owner and operator. All investments are generated from family assets and/or wage/bonus income and we do not seek or accept 3rd party investments/partners. I devote approximately 10 hours per week to the business, primarily on the weekends or after business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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