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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-12-22 |
| CA | RA | APPROVED | 2012-07-06 |
| TX | RA | APPROVED | 2012-07-06 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2011 | Present |
| Bank Of America, N.A. | San Francisco | CA | 09/2016 | Present |
I*9211 For profit or not for profit: Name of outside business organization: David Nahm Investment related: Address of business: Winter Haven, Florida 33881 Nature of business: , Position, title, association: , Start date of relationship: 12/19/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*960321 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Yukon, Oklahoma, 73099 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/17/2022 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1055373 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Poinciana, Florida, 34759 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 11/1/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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