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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2016 | Present |
| Bank Of America, N.A. | San Francisco | CA | 01/2016 | Present |
I*90169 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PROPERTY OWNED BY ROBIN KAUKONEN INVESTMENT RELATED: N ADDRESS OF BUSINESS: FAIRFAX, CALIFORNIA 94930 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/5/1998 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE THAT I OWN THAT I USED TO LIVE IN THAT I NOW RENT OUT. I*90170 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT PROPERTY - R. KAUKONEN AND N. MEADOWS INVESTMENT RELATED: N ADDRESS OF BUSINESS: OAKLAND, CALIFORNIA 94619 NATURE OF BUSINESS: OTHER,OWNED JOINTLY WITH NANCY MEADOWS POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/1/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-08 |
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