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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| CA | RA | APPROVED | 2025-04-29 |
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 | Hollywood | CA | 11/2021 | Present |
| Rick Nickel Inc Dba Rick's Lube | Carson | CA | 04/2021 | 11/2021 |
| Unemployed | Wilmington | CA | 04/2021 | 04/2021 |
| Discount Tire | Bellevue | WA | 02/2021 | 03/2021 |
| Unemployed | Wilmington | CA | 01/2021 | 02/2021 |
| Autozone | Seattle | WA | 03/2021 | 04/2021 |
| Henley Enterprises/ Valvoline Instant Oil Change | Los Angeles | CA | 11/2016 | 01/2021 |
| Unemployed | Wilmington | CA | 04/2016 | 11/2016 |
| Bank Of America, N.A. | Hollywood | CA | 03/2025 | Present |
I*2708262, Entity Type: , Name of OBA: M G D A, Address: WILMINGTON, California, 90744, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee State Date: 09/05/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2709261, Entity Type: , Name of OBA: THE M G D A REVOCABLE LIVING TRUST, Address: WILMINGTON, California, 90744, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 09/05/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
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