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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-11-06 |
| TX | RA | APPROVED_RES | 2015-10-27 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
2 disclosure categories 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 | Salt Lake City | UT | 10/2015 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 11/2015 | Present |
I AM IN A PARTNERSHIP OLAFSONII LLC A PARTNERSHIP. I HAVE 6.25% OWNERSHIP. I AM A LIMITED PARTNER IN MOKU WHO WILL INVEST IN POIPU BEACH VILLAS LLC WHICH WILL ACT AS A MANAGING PARTNER THAT IS GOING TO DEVELOP CONDOS IN KAUAI.I AM A PARTICIPANT IN THE FOLLOWING LLC COMPANIES: HOWARD FAMILY TRUST - OWNER, BUT HIRED A MANAGER OF RENTAL PROPERTY TO COVER MAITENANCE. ALL THESE ARE LLC'S THAT HAVE REAL ESTATE HOLDINGS. I ACT AS MANAGING MEMBER WITH MINIMAL RESPONSIBILITIES. PRIMARILY FILING TAX RETURNS (PREPARED BY AN ACCOUNTANT) AT YEAR END, HANDLING BANK ACCTS. AND AN INVESTMENT ACCT FOR IMMOVABLE INVESTMENTS LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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