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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
2049 Century Park E, Los Angeles, CA 90067 • United States
101 S Rodeo Dr, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Costa Mesa | CA | 11/2013 | 03/2025 |
| Citibank, Na | Costa Mesa | CA | 11/2013 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 03/2025 | Present |
I*: 2235274Entity Type: Rental PropertyName: Rental Property 1Address: Orange, CA 92869Investment-related: No Start Date: 08/21/1997Position: OwnerDuties:; Review rental income and expensesDevoted during securities trading hours; 0Hrs Devoted: 1 hr mthly I*2236295, Entity Type: , Name of OBA: California Notary, Address: Orange, CA 92867 Investment Related: N, Position, Title, Association: California Notary ,Employee State Date: 06/14/2003 , No Hours: 1-2 monthly , No Hours during Trading: 0 , Duties: Expect to notarize documents outside BofA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-26 |
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