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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-04 |
| CA | RA | APPROVED | 2009-12-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 12/2009 | Present |
| Bank Of America, Na | Los Angeles | CA | 12/2009 | Present |
I*43892 For profit or not for profit: For-Profit Organization Name of outside business organization: 333 Parkman LLC Investment related: Yes Address of business: Hidden Hills, California 91302 Position, title, association: Owner, Start date of relationship: 12/15/2009 Number of hours devoted: 2 hours Mthly Number of hours devoted during trading hours: 0 Duties: Purchase single family or multi-family properties to renovate and either sell or lease . i serve as a passive investor I*: 988363 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Asheville, North Carolina Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 9/8/2022, No Hours: 2 hrsy early, No Hours during trading: 0, Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1979-09-25 |
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