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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-27 |
| CA | RA | APPROVED | 2016-04-18 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 04/2015 | Present |
| Bank Of America, N.A. | Woodland Hills | CA | 06/2016 | Present |
I*1570307 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: La Crescenta, California, 91214, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2023 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-14 |
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