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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-08-06 |
Branch Locations
2049 Century Park E, Los Angeles, CA 90067 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 02/2016 | Present |
| Bank Of America, N.A | Los Angeles | CA | 11/2019 | Present |
I*2671283, Entity Type: Entity Charitable, Name of OBA: Oakmont Country Club, Address: Glendale, California, 91208, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 11/01/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: The boards responsibility is to make decisions that will benefit the members and ensure a sustainable future for the club. Private Golf and Social Club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
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