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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-01-05 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
21215 Burbank Blvd, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman Oaks | CA | 05/1981 | Present |
| Bank Of America,Na | Encino | CA | 09/2009 | Present |
I*3124289 Entity Type: N/A Name of OBA: TAKVORIAN family trust Address: Thousand Oaks, California, 91360 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/26/1992 Number of Hours: 52, Weekly Number of Hours during trading: 1, Weekly Duties: Co-Trustee with Spouse I*3124287 Entity Type: N/A Name of OBA: TAKVORIAN FAMILY TRUST Address: Thousand Oaks, California, 91360 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/26/1992 Number of Hours: 52, Weekly Number of Hours during trading: 1, Weekly Duties: Co-Trustee with Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-11 |
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