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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-01-06 |
Branch Locations
3075 Hansen Way, Palo Alto, CA 94304 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Palo Alto | CA | 05/2001 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2009 | Present |
I*1929286, Entity Type, Name of OBA: Rental Property 1, Address: San Jose, CA, 95118, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 07/23/2024, No Hours: 0, No Hours during trading: 0, Duties:. I*450616, Entity Type: Entity Not For Profit, Name of OBA: Inhome Support Services/Public Authority Services, Address: San Jose, California 95112, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/01/2014, No Hours: 500, No Hours during trading: 0, Duties: I am caring for a special needs person. I have enrolled him in In-Home Support Services through Santa Clara County to help him with services that he requires. I am required to enroll, get finger printed and a background check.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-28 |
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