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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-01-14 |
| UT | RA | APPROVED | 1999-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/1998 | Present |
| Bank Of America, N.A. | San Francisco | CA | 08/2009 | Present |
I*1606262, Name of OBA: Classic Yacht Association Address: 714 E Virginia, Glendora, California, 91741,US Investment Related: N Position, Title, Association: Officer Employee Start Date: 01/01/2024 No Hours: 2 No Hours during trading: 0 Duties: The Classic Yacht Association is a non-profit (501c3) whose purpose is to educate it's members, related marine groups, and the general public in the preservation, restoration, and maintenance of fine old motor yachts. I will be the 2024 Commodore of the Northern California Fleet. My role will be to oversee meetings of the officers to discuss how to move the work of the Fleet forward.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-09 |
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