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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2020-12-08 |
| TX | RA | APPROVED_RES | 2017-09-29 |
| CA | RA | APPROVED | 2017-09-28 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | San Francisco | CA | 03/2009 | 09/2017 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2010 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 09/2017 | Present |
| Bank Of America, N.A. | Menlo Park | CA | 12/2017 | Present |
I*5336 Name of outside business organization: Maurice Storch Revocable Trust Address of business: Homewood, California, 94161 Nature of business: N Start date of relationship: 9/1/2017 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*1600277, Name of OBA: Maurice Storch; Address: Reno, Nevada; Investment Related: No; Position, Title, Association: Owner; Employee Start Date: 02/01/2024; No Hours: 0; No Hours during trading: 0; Duties: My plan is to develop single family homes and apartments for rental or sale. I would not operate or participate in the day to day operations, only fund the investments and visit the sites on an occasional basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
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