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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 | 1984-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/1983 | Present |
| Bank Of America, N.A. | San Diego | CA | 04/2017 | Present |
I*45340 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ENCINITAS, CALIFORNIA 92024 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 3/14/2002 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE RENTAL PROPERTY I*40471 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ENCINITAS, CALIFORNIA 92024 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/24/2011 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY, DUPLEX. MANAGE RENTAL PROPERTY. I*45342 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SAN DIEGO, CALIFORNIA 92117 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/21/2003 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE RENTAL PROPERTY 4)BUSINESS OR ACTIVITY NAME: LOS ANGELITOS DE ENCINITAS (THE LITTLE ANGELS) FOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT INVESTMENT RELATED: NO ADDRESS OF BUSINESS: ENCINITAS, CA NATURE OF BUSINESS: ASSIST LOW INCOME FAMILIES W/YOUTH ACTIVITIES-WWW.LOS-ANGELITOS.ORG YOUR POSITION, TITLE, ASSOCIATION: CO-FOUNDER START DATE OF RELATIONSHIP: 09/16/08, RCVD APPROVAL FOR 501(C)3. NUMBER OF HOURS DEVOTED PER MONTH: 80 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 YOUR DUTIES: DIRECTORSHIP DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-10 |
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