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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-03 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 10/1991 | Present |
| Bank Of America, N.A. | Roseville | CA | 07/2011 | Present |
I*4182279, Entity Type: , Name of OBA: D M G Revocable Living Trust, Address: Ocala , Florida, 34481, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/27/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-27 |
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