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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-01-04 |
| 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 | Riverside | CA | 02/1996 | Present |
| Bank Of America,Na | Riverside | CA | 08/2009 | Present |
I*2165260, Entity Type: , Name of OBA: MLPF& S CUST FPO M H P IRA FBO M H P, Address: Austin, Texas, 78748, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 14-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2249293, Entity Type: , Name of OBA: A H, Address: Alameda, California, 94501, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2254271, Entity Type: , Name of OBA: A M H, Address: Alameda, California, 94501, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 24-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-16 |
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