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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-06 |
Branch Locations
9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212-2351 • United States
Glendale, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 03/2013 | 10/2018 |
| Bank Of America, N.A. | Beverly Hills | CA | 09/2015 | 10/2018 |
| Rbc Capital Markets, Llc. | Beverly Hills | CA | 10/2018 | 08/2020 |
| City National Bank | Beverly Hills | CA | 05/2019 | 08/2020 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 08/2020 | 07/2021 |
| Beacon Pointe Insurance Services, Llc | Los Angeles | CA | 08/2020 | 07/2021 |
| Rbc Capital Markets, Llc | Los Angeles | CA | 07/2021 | Present |
(1) NAME OF ENTITY: Lili Bridals ADDRESS: 18663 Ventura Blvd., Tarzana, CA 91356 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Wedding Dress Salon CAPACITY: Employee START DATE: 9/18/2021 DUTIES: Help brides find their dream dress for their wedding day and general office assistance HOURS DEVOTED PER MONTH: 6-8 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Elizabeth Zimmer, Actress ADDRESS: 15130 Dickens Street, Apt 104 Sherman Oaks, CA 91403 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Actress CAPACITY: Employee, Independent Contractor/Consultant START DATE: 9/25/2021 DUTIES Acting for film, TV, commercials, etc. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) Name of Entity: ElizabethZimmer.com Blog Non-Investment related Address of Entity: 15130 Dickens Street, Apt 104 Sherman Oaks, CA 91403 Nature of OBA: Blog on motherhood with links to products (commission eligible) Position/Title/Relationship: Owner - Active Start Date: 03/06/23 Time Devoted: Evenings and weekends, when able Duties: I will write blogs, create video content, and review products from a first time mom's perspective. I will have an Amazon Associate Link that can allow for compensation should followers choose to buy my suggested products. 4): Name of Entity: Etsy Store - Entity Name TBD Non-Investment related Address of Entity: 15130 Dickens Street, Apt 104 Sherman Oaks, CA 91403 Nature of OBA: Etsy store for embroidered items Position/Title/Relationship: Owner - Active Start Date: 03/20/23 Time Devoted: 5 hours; 0 during securities trading hours Duties: I will use my sewing machine and embroidery machine on nights and/or weekends to create customized items for customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
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