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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-03-28 |
| CA | RA | APPROVED | 2000-05-15 |
| CT | RA | APPROVED | 1999-02-22 |
Branch Locations
101 S Rodeo Dr, Beverly Hills, CA 90212 • United States
Manhattan Beach, CA • United States
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 | Greenwich | CT | 05/1991 | Present |
| Bank Of America, N.A. | Beverly Hills | CA | 07/2011 | Present |
I*4718295 Entity Type: Fiduciary role Name of OBA: P. S R. TTEE K. K R. TTEE U/A DTD 12/09/2003 Address: Pacific Palisades, California, 90272 Investment Related: No Position, Title, Association: TTEE//GRANTR Employee Start Date: 06/15/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: TTEE//GRANTR/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-18 |
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