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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo | CA | 10/2009 | Present |
| Bank Of America, N.A. | El Segundo | CA | 07/2011 | Present |
I*4453265 Entity Type: Fiduciary role Name of OBA: J. D. TAN TTEE P. T. TTEE U/A DTD 02/12/2026 Address: Redondo Beach, California, 90278 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-25 |
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