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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Fe | CA | 10/2009 | Present |
| Bank Of America, N.A. | Santa Fe | CA | 12/2009 | Present |
I*1430303For profit or not for profit: For Profit Name of outside business organization: american allstars, Investment related: N, Address of business: rancho santa fe, California, 92067 Position, title, association: Other, Start date of relationship: 8/15/2024, Number of hours devoted: 10hrs/Mo, During trading hours: 0, Duties: back up on checking account As of August 15, 2024 i will help sell book and proceeds will go into this business account. I*1799310, Entity Type, Name of OBA: Rental Property 1, Address: Oceanside, CA, 92056, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/01/2001, No Hours: 5hrs/Annually, No Hours during trading: 0, Duties: I*1799312, Entity Type, Name of OBA: Rental Property 4, Address: Brawley, CA, 92227, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 01/01/2005, No Hours: 5hrs/Annually, No Hours during trading: 0, Duties: I*1952281 Entity Type, For Profit Name of OBA: Freedom Keeper Address: Rancho Santa Fe,CA,92067 Investment Related: NO Position, Title, Association: Other Employee Start Date: 09/01/2024 No Hours: 4 WEEKLY No Hours during trading: 0 Duties: Husband wrote book on his professional soccer career and escape to the USA. i will help him with marketing the book. I*4739272 Entity Type: Rental property Name of OBA: Rental Property - 18-Jun-26 - 1 Address: Marco Island, California, 34145 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Sole owner/Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
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