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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-08-05 |
| PA | RA | APPROVED | 2013-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 07/2013 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 08/2013 | Present |
I*70015 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: REDONDO BEACH, CALIFORNIA 90277 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/15/2011 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE A PARTIAL OWNERSHIP IN A 3 UNIT RENTAL PROPERTY IN REDONDO BEACH, CA. WE HAVE HIRED A PROPERTY MANAGEMENT COMPANY TO HANDLE REGULAR ACTIVITIES. I APPROVE TENANTS AND ANY MAJOR EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-19 |
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