Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2000-04-05
  • TX RA
    APPROVED
    Since 2000-04-05

Branch Locations

1803 Broadway St, San Antonio, TX 78215 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 03/2000 Present
Bank Of America, N.A. San Antonio TX 06/2011 Present
Other Businesses

I*1815311 , Entity Type, For Profit Name of OBA:BKNK HOLDINGS LLC Address: Edwards,colorado,81632 Investment Related:no Position, Title, Association,Owner Employee Start Date: 11/09/2023 No Hours: 0 YEARLY No Hours during trading:0 Duties:Vacation home - owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-08
S63 Uniform Securities Agent State Law Examination 1993-05-25
  • S65 Uniform Investment Adviser Law Examination
    2005-04-08
  • S63 Uniform Securities Agent State Law Examination
    1993-05-25
Other Names
  • Brian William Tramontano

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor