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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-14 |
| CA | RA | APPROVED | 2014-12-09 |
Branch Locations
11811 Bernardo Plaza Ct, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 07/2014 | Present |
| Bank Of America, N.A. | San Diego | CA | 01/2015 | Present |
I*423685 Entity Type: Charitable Name of OBA: Investments and Wealth Institute Address: Greenwood Village, Colorado, 80111 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/06/2025 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Investments and Wealth Institute Conference Committee Chair. Planning, meeting, and logistics for the Investments and Wealth Institute Annual Conference. Board of Directors Member, Investments and Wealth Institute. Investments and Wealth Institute Conference Committee member. Planning, meeting, and logistics for the Investments and Wealth Institute Annual Conference
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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