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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
| CA | RA | APPROVED | 2024-12-05 |
Branch Locations
300 N Atlantic Blvd, Monterey Park, CA 91754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Monte | CA | 07/2019 | Present |
| Cathay Bank | Rosemead | CA | 09/2015 | 06/2019 |
| Ajisen Ramen | Temple City | CA | 08/2007 | 04/2019 |
| Bank Of America, N.A. | El Monte | CA | 11/2024 | Present |
Name of the other businessCalifornia Notary PublicWhether the business is investment-relatedNoAddress of the other business Hacienda Heights CA 91745Nature of the other businessNotary PublicYour positionNotary PublicTitle, or relationship with the other businessNotary PublicStart date of your relationshipOct 2019Approximate number of hours/month you devote to the other business2Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessProvide notary service I*2667301, Entity Type, Name of OBA: KL Trust Address: Hacienda Heights, California 91745 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 02/23/2022 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
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