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350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-10 |
| TX | RA | APPROVED_RES | 2022-10-10 |
Branch Locations
350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212 • United States
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 | Beverly Hills | CA | 09/2006 | 10/2022 |
| Bank Of America, N.A. | Beverly Hills | CA | 09/2009 | 10/2022 |
| Beverly Hills Private Wealth | Beverly Hills | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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