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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-01-04 |
| CA | RA | APPROVED | 1997-07-08 |
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 | San Francisco | CA | 06/1992 | Present |
| Bank Of America,N.A. | San Francisco | CA | 06/2011 | Present |
I*25735FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: OLD MACDONALD FARMSINVESTMENT RELATED: NADDRESS OF BUSINESS:PETALUMA, CALIFORNIA 94954NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 0001-01-01NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: EGG FARMINGOWNER/ MANAGER I*4137271, Entity Type: , Name of OBA: G J and G P , Address: Novato , California, 94954, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/01/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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