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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| CA | RA | APPROVED | 2021-01-07 |
Branch Locations
101 S Rodeo Dr, Beverly Hills, CA 90212 • United States
9595 Wilshire Blvd Pbig - Beverly Hills, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 12/2019 | Present |
| The Office Sports; Garciaparra Baseball Group | Anaheim | CA | 09/2019 | 11/2019 |
| Nebco; Lincoln Salt Dogs | Lincoln | NE | 05/2019 | 08/2019 |
| Lululemon | Costa Mesa | CA | 10/2018 | 01/2019 |
| The Office Sports; Garciaparra Baseball Group | Anaheim | CA | 10/2016 | 01/2017 |
| Texas Rangers | Arlington | TX | 06/2014 | 03/2019 |
| Arizona State University | Tempe | AZ | 08/2019 | Present |
| Bank Of America, N.A. | Beverly Hills | CA | 04/2020 | Present |
I*2026394, Entity Type, Fiduciary, Name of OBA: The TMAM30 Living Trust, Address: Phoenix, AZ, 27333, Investment Related: Yes, Position, Title, Association: Successor Trustee, Employee Start Date: 05/28/2022, No Hours: 0, No Hours during trading: 0, Duties: Successor Trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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