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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-07 |
| CA | RA | APPROVED | 2020-03-03 |
Branch Locations
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 | Brea | CA | 10/2019 | Present |
| Us Trust | Pasadena | CA | 10/2014 | 10/2019 |
| Bank Of America | Brea | CA | 07/2011 | 10/2019 |
| Bank Of America, N.A | Brea | CA | 01/2020 | Present |
I*1550297 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: azusa, California, 91702, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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