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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED_RES | 2021-03-03 |
| CA | RA | APPROVED | 2015-12-01 |
Branch Locations
50 W San Fernando St, San Jose, CA 95113 • United States
560 S Winchester Blvd, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | San Jose | CA | 07/2013 | Present |
| Bank Of America, N.A. | San Jose | CA | 10/2015 | Present |
I*2256279, Entity Type: , Name of OBA: Rental Property 1, Address: San Jose, California, 95125, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-29 |
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