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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-08 |
| CA | RA | APPROVED | 2014-12-24 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
1748 Railroad Ave, Livermore, CA 94550 • United States
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fresno | CA | 09/2014 | Present |
| Bank Of America N.A. | Fresno | CA | 12/2014 | Present |
I*1111310 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Fresno, California, 93720 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/30/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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