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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-07 |
| CA | RA | APPROVED | 2014-05-20 |
Branch Locations
74800 Us Highway 111, Indian Wells, CA 92210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 05/2014 | Present |
| Bank Of America, N.A. | Indian Wells | CA | 06/2014 | Present |
I*: 2930333 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: San Marcos, CA 92078 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 9/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-15 |
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