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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1998-01-05 |
| CA | RA | APPROVED | 1997-07-08 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Ramon | CA | 12/1994 | Present |
| Bank Of America,Na | San Ramon | CA | 09/2009 | Present |
I*4725268, Entity Type: , Name of OBA: J Z, Address: Danville, California, 94506, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/16/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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