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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2009-06-15 |
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 | Tucson | AZ | 06/2009 | Present |
| Bank Of America, N.A. | Tucson | AZ | 06/2012 | Present |
I*: 368498Entity Type: For-Profit Organization Name of outside business organization: Jeronimo Investments LLC Investment related: No Address of business: Tucson, Arizona 85750Position, title, association: Owner Start date of relationship: 5/28/2019Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: The purpose of the entity is to invest in real estate I*3696292 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Flagstaff, Arizona, 86004 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 12/22/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: N/A I*4450265 Entity Type: For Profit Name of OBA: Flagstaff Octagon LLC Address: Tucson, Arizona, 85750 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 04/20/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: LLC for Outside Investment Property Management of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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