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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-12 |
| NJ | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED_RES | 2012-06-15 |
| CA | RA | APPROVED | 2010-07-29 |
Branch Locations
101 S Ellsworth Ave, San Mateo, CA 94401 • United States
San Francisco, 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 | San Mateo | CA | 07/2010 | Present |
| Bank Of America,Na | San Mateo | CA | 12/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-22 |
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