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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-30 |
| CA | RA | APPROVED | 2016-08-22 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 09/2015 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 06/2016 | Present |
I*: 2247296Entity Type: Rental Property Name of OBA: Rental Property 1Address: Ketchum, ID 83340Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 04/01/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0Duties: Co-owner of rental propertyI*: 2556282Entity Type: Fiduciary roleName of OBA: J. C V. TTEE MRS M. S V. TTEE U/AAddress: Newport Beach, CA 92660Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 6/16/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0 Duties: Revocable living trust, co trustee with spouse I*3133294 Entity Type: N/A Name of OBA:JUSTIN C VAICEK TTEE M S V TTEE U/A Address:Newport Beach CA Investment Related:No Position, Title, Association:Co-Trustee Start Date:11/06/2025 No Hours: 10 Monthly No Hours during trading:0 Monthly Duties:Co-Trustee with Wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-10 |
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