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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2012-11-08 |
| CA | RA | APPROVED | 2012-05-04 |
Branch Locations
555 California St, San Francisco, CA 94104 • United States
900 Tahoe Blvd, Incline Village, NV 89451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Francisco | CA | 05/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2009 | Present |
I*1693259 Name of OBA: Honu Kai Villas Association Address: Koloa,Hawaii,96756 Investment Related: no Position, Title, Association: Board Member Employee Start Date:02/01/2022 No Hours:Yearly No Hours during trading:0 Duties:It our HOA. there are 4 units, 4 owners, so we each have a seat on our "board". We share responsibilities so i might have to pay for a bill that is owed by our HOA, like for trash or the pool guy or the people that do our yard.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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