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9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-14 |
Branch Locations
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • 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 | Beverly Hills | CA | 09/2012 | 06/2021 |
| Bank Of America, N.A. | Beverly Hills | CA | 09/2012 | Present |
I*59441 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EL DORADO FINANCING GROUP INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: BEVERLY HILLS, CALIFORNIA 90213 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/21/1995 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: S CORP. - WHICH HOLDS A 100% INTEREST IN A NNN REAL ESTATE INVESTMENT (2)1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: 30 CORWIN STREET 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: BEVERLY HILLS, CALIFORNIA 90213 5.NATURE OF BUSINESS: LIMITED PARTNERSHIP, 7.POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, 8.START DATE OF RELATIONSHIP: 12/17/2002 9.NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: 33% LIMITED PARTNERSHIP INTEREST IN RENTAL REAL ESTATE (APARTMENT BUILDING IN SAN FRANCISCO, CA). I*107968 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LMD/LF LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SHERMAN OAKS, CALIFORNIA, CALIFORNIA 91403 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 11/3/2016 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: GROCERY STORE ANCHORED SHOPPING PLAZA I*107971 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TROP NELLIS LLC INVESTMENT RELATED: N SHERMAN OAKS, CALIFORNIA 91403 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 6/6/2017 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: GROCERY ANCHORED SHOPPING PLAZA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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