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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-12 |
| CA | RA | APPROVED | 2002-07-25 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2002 | Present |
| Bank Of America, N.A. | San Francisco | CA | 09/2009 | Present |
I*2699262, Entity Type, Name of OBA: J B M EXEC EST OF S M B Address: San RafaelCalifornia94901 Investment Related: No Position, Title, Association: Executor Employee Start Date:08/05/2025 No Hours: 3 weekly No Hours during trading: 2 weekly Duties: Executor/Self, Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-27 |
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