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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-05-02 |
Branch Locations
101 S Rodeo Dr, Beverly Hills, CA 90212 • United States
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Beverly Hills | CA | 02/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 11/2010 | Present |
I*, 2784263 Entity Type: Not for profitName of OBA: S and B G School of NursingAddress: Irvince, California 92697Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 10/22/2025No Hours: 10 hours per monthNo Hours during trading: 6Duties: I was invited to participate in the Dean's Advisory Cabinet's Philanthropy Committee to assist in raising funds specifically for the L E. M Leadership Endowment for three years. Participation in 3 quarterly virtual meetings and one full in person cabinet meeting, occasional ad hoc inquiries and annual investment in the school. three years I*, 2787274 Entity Type: Not for ProfitName of OBA: D S. MAddress: Riverview, Florida 33578Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 08/25/2025No Hours: 1 hour per yearNo Hours during trading: 0 Duties: Power of Attorney
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
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