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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED_RES | 2002-04-23 |
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 | Mesa | AZ | 01/1997 | Present |
| Bank Of America, N.A. | Gilbert | AZ | 05/2011 | Present |
I*77953 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: P.M. SCHEIN LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SCOTTSDALE, ARIZONA 85260 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 5/22/1994 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: INVEST IN REAL ESTATE AND INVESTEMENTS / MONITOR I*2341265, Entity Type: , Name of OBA: MLPF& S CUST FPO M A S IRA FBO M A S, Address: Mesa, Arizona, 85207, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11-Apr-2025, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-30 |
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