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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| CA | RA | APPROVED | 2022-11-28 |
Branch Locations
5905 E Galbraith Rd Workplace Benefits, Cincinnati, OH 45236 • United States
555 California St, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | San Francisco | CA | 10/2008 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2022 | Present |
I*973658, Name of OBA: Kozlenko Enterprises LLC Address: Novato, CA Investment Related: No Position, Title, Association: Officer,Owner Employee Start Date: 11/30/2016 No Hours: 4 Monthly No Hours during trading: 0 Duties: I own a number of rental units that pay Kozlenko Enterprises LLC of which I am the President. There is a very low time commitment each month to ensure rent is paid and any escalated complaints are handled. I*2570282, Entity Type: Entity For Profit, Name of OBA: Rio Russo Rentals LLC, Address: Guerneville, California, 95446, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 06/20/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: rental property, ensure rents are collected
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-13 |
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