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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-15 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 10/2009 | Present |
I*4887267 Entity Type: Fiduciary role Name of OBA: S. FAMILY TRUST Address: CAMARILLO, California, 93010 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/29/2024 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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