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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-07-17 |
| CA | RA | APPROVED | 2008-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | San Mateo | CA | 02/2007 | Present |
| Bank Of America, N.A. | Roseville | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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