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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-20 |
| NV | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED_RES | 2022-06-16 |
| CA | RA | APPROVED | 2022-06-15 |
Branch Locations
12747 Central Ave, Chino, CA 91710 • United States
1916 N Campus Ave, Upland, CA 91784 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upland | CA | 06/2014 | Present |
| Bank Of America, N.A. | Upland | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-05 |
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