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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-03-20 |
| TX | RA | APPROVED_RES | 2002-03-12 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | New Port Beach | CA | 03/2002 | Present |
| Bank Of America Na | Newport Beach | CA | 06/2011 | Present |
I*2561294, Entity Type: , Name of OBA: Rental Property 1, Address: Nashville, Tennessee, 37206, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 08/01/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-17 |
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