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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-07-08 |
| TX | RA | APPROVED_RES | 1996-03-29 |
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 | Sacramento | CA | 02/1982 | Present |
| Bank Of America, N.A. | Sacramento | CA | 09/2009 | Present |
JOHN RAMATICI 2000 TRUST PETALUMA CA 94952 TRUSTEE STARTED: 24-FEB-2007. HOUR PER MONTH: 1-10. NONE DURING TRADING. INVESTMENT RELATED. I*69652 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JOHN RAMATICI QTIP TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SACRAMENTO, CALIFORNIA 95864 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/6/2006 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE FOR FAMILY TRUST I*137551 For profit or not for profit: For-Profit Organization Name of outside business organization: Axis Jet Investment related: N Address of business: Sacramento, California 95822 Nature of business: LLC, Compensation for Activity: Y Position, title, association: Part-Time, Start date of relationship: 4/30/2021 Number of hours devoted: 56 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Contract Pilot I*1152341 For profit or not for profit: For-Profit Charitable Name of outside business organization: Dioceses of Sacramento Investment related: N Address of business: Sacramento, California 95818 Nature of business: Church or Religious Organization, Position, title, association: Committee, Start date of relationship: 1/31/2023 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Financial Counsel to the Bishop I*372622 For profit or not for profit: Name of outside business organization: John Ramatici QTIP Trust Investment related: Y Address of business: OBA, OBA, OBA Nature of business: Position, title, association: ["Other"], Start date of relationship: 2/6/2006 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Trustee, Trustee for Family Trust
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-28 |
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