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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| CA | RA | APPROVED | 2015-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cigar Guys | Long Beach | CA | 04/2008 | Present |
| Bank Of America, N.A. | Chino | CA | 10/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chino | CA | 10/2015 | Present |
I*5130267 Entity Type: Fiduciary role Name of OBA: The L. Family Trust Address: Placentia, California, 92870 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/17/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-26 |
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