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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| CA | RA | APPROVED | 2023-06-20 |
Branch Locations
34420 Monterey Ave, Palm Desert, CA 92211 • United States
588 S Palm Canyon Dr, Palm Springs, CA 92264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Desert | CA | 06/2010 | Present |
| Bank Of America, N.A. | Palm Desert | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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