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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-30 |
| CA | RA | APPROVED | 2017-03-29 |
Branch Locations
300 S El Camino Real, San Mateo, CA 94402 • United States
2031 Ralston Ave, Belmont, CA 94002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 05/2016 | Present |
| Bank Of America, N.A. | San Mateo | CA | 05/2016 | Present |
I*10685 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Pacifica, California 94044 Nature of business: , Position, title, association: , Start date of relationship: 3/1/2021 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-18 |
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