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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-03-20 |
| CA | RA | APPROVED | 2014-02-13 |
Branch Locations
100 Wilshire Blvd, Santa Monica, CA 90401 • United States
Manhattan Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 02/2014 | Present |
| Bank Of America, N.A. | Beverly Hills | CA | 03/2014 | Present |
ASIAN P I*108373 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LOS ANGELES CHAMBER ORCHESTRA INVESTMENT RELATED: N ADDRESS OF BUSINESS: LOS ANGELES, CALIFORNIA 90071 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 9/8/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LACO'S MISSION IS TO PROMOTE CLASSICAL CHAMBER MUSIC AT THEIR TWO PERFORMANCE LOCATIONS IN GLENDALE AND AT UCLA. I WILL BE PART OF THEIR ADVISORY COUNCIL WHERE I WILL HELP GENERATE STRATEGIES TO PROMOTE CLASSICAL MUSIC TO YOUNGER GENERATIONS ACIFIC AMERICAN DISPUTE RESOLUTION CENTER MEMBER, BOARD OF DIRECTORS I*1835284, Entity Type, Name of OBA: Rental Property 1 Address: Encino California91316 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/24/2024 No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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