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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-13 |
Branch Locations
701 B St, San Diego, CA 92101 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Diego | CA | 03/2022 | Present |
| Bank Of America | San Diego | CA | 04/2019 | 03/2022 |
| Jp Morgan Chase | San Diego | CA | 09/2018 | 04/2019 |
| Bank Of America | San Diego | CA | 10/2015 | 09/2018 |
I*2707293, Entity Type: , Name of OBA: AZEZ revocable family trust, Address: San Diego, California, 92131, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 01/01/2013, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*, 2771288 Entity Type: Rental Property 2 Name of OBA: For Profit Address: San Diego, California 92126 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/01/2013 No Hours: 0 No Hours during trading: 0 Duties: Real Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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