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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2025-07-10 |
| CA | RA | APPROVED | 2009-01-14 |
| TX | RA | APPROVED | 2009-01-13 |
Branch Locations
5951 La Sendita, Rancho Santa Fe, CA 92067 • United States
74800 Us Highway 111, Indian Wells, CA 92210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Rancho Santa Fe | CA | 01/2009 | Present |
| Bank Of America,Na | Rancho Sante Fe | CA | 09/2009 | Present |
I*1991277, Entity Type, Name of OBA: Rental Property 1 Address: Del Mar, CA 92014 Investment Related: N Position, Title, Association: Sole owner Employee Start Date: 11/01/2024 No Hours: 0 No Hours during trading: Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-23 |
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