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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-12-01 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 12/1995 | Present |
| Bank Of America,Na | Roseville | CA | 08/2009 | Present |
I*4583304 Entity Type: Fiduciary Role Name of OBA: MLPF& S CUST FPO D C IRA FBO D C Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*4583305 Entity Type: Fiduciary Role Name of OBA: P N C & D C TTEES UAD 09/18/1996 C TRUST Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*4583306 Entity Type: Fiduciary Role Name of OBA: P N C & D R C TTEES UAD 09/18/1996 BY C FAMILY TRUST Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*4583307 Entity Type: Fiduciary Role Name of OBA: P N C & D C TTEES UAD 09/18/1996 PLEDGED TO ML LENDER Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*4585269 Entity Type: Fiduciary Role Name of OBA: P N C TTEE D R C TTEE U/A DTD 09/18/1996 Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*4585270 Entity Type: Fiduciary Role Name of OBA: P N C & D R C TTEES UAD 09/18/1996 BY C FAMILY TRUST Address: Sacramento, California, 95811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-20 |
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