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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-05 |
Branch Locations
San Francisco, CA • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Castro Valley | CA | 05/2006 | 05/2017 |
| Bank Of America, Na | Oakland | CA | 11/2009 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Oakland | CA | 05/2017 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2018 | 11/2022 |
| Bank Of America, N.A. | San Francisco | CA | 10/2018 | 11/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 11/2022 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 11/2022 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | 03/2024 |
| Seacrest Wealth Management, Llc | Purchase | NY | 03/2024 | Present |
1) Entity Name: OTOMI TTO, LLC Investment related: No Address: 2774 Union St #2 san francisco ca 94123 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Update properties and detail plan for future rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-31 |
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