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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-16 |
| CA | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oceanside | CA | 11/2018 | Present |
| Bank Of America, N.A. | Oceanside | CA | 11/2018 | Present |
| Unemployed | Ameca | 01/2018 | 11/2018 | |
| Bank Of America N.A. | Carlsbad | CA | 04/2016 | 01/2018 |
I*828276 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Bonsall, California, 92003 Nature of business: Position, title, association: Sole owner, Start date of relationship: 7/19/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-23 |
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