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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-12 |
| CA | RA | APPROVED | 2011-08-19 |
Branch Locations
555 California St, San Francisco, CA 94104 • United States
Lafayette, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 07/2011 | Present |
| Bank Of America, N.A. | San Francisco | CA | 12/2013 | Present |
I*: 2621274 Entity Type: School, College or University Name of OBA: St. Perpetua School Address: Lafayette, CA 94549 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/13/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Non-voting school board (advisory) Act as a non-voting advisory board member for small private school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-18 |
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