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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-03-10 |
| TX | RA | APPROVED_RES | 2010-11-04 |
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 | New York | NY | 03/2010 | Present |
| Bank Of America, N.A. | Tucson | AZ | 04/2015 | Present |
Status: APPRVD I*672270 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Tucson, Arizona, 85713 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/4/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I*114747 For profit or not for profit: Non-Profit Organization Name of outside business organization: Prince Land Homeowners Association LLC Investment related: N Address of business: Tucson, Arizona 85704 Nature of business: LLC, Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Board Member of my Home Owners association. HOA is fully managed, I will just be an officer of the board to approve decisions. All duties will be handled by professional management company hired by HOA. Will have no access/Control of funds I*518425 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Tucson, Arizona, 85719 Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/3/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*1269281 For profit or not for profit: Entity Charitable Name of outside business organization: Jewish Community Foundation of So. AZ Investment related: N Address of business: Tucson, Arizona, 85718 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 5/1/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Volunteer board member of local non-profit to assist with organizational planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-07 |
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