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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-12 |
| CA | RA | APPROVED | 2011-08-10 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Costa Mesa | CA | 02/2011 | Present |
| Bank Of America, N.A. | Costa Mesa | CA | 01/2015 | Present |
I*4645296 Entity Type: Entity For Profit Name of OBA: Summit Ridge HOA Address: Irvine, California, 92606 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: HOA Board Member Acting as a general board member. Making decisions around the scope in which our HOA is intented for. The main function of our HOA is to maintain some common walking paths through our neighborhood.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-09 |
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