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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-14 |
| CA | RA | APPROVED | 2015-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 08/2002 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 08/2002 | Present |
I* 422836 For profit or not for profit: Entity For Profit Name of outside business organization: Pageant Coaching & Designs Inc. Investment related: no Address of business: La Habra, CA, 90631 Nature of business: S Corporation Position, title, association: Officer Start date of relationship: 10/01/2020 Number of hours devoted: 4 hrs monthly Number of hours devoted during trading hours: 0 Duties: Pageant Coaching and Consulting I*500212 Entity Type: Rental Property Name of outside business organization: Aaron Volen 2012 Living Trust Investment related: No Address of business: La Habra, California, 90631 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 4/1/2010 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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