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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-23 |
| CA | RA | APPROVED | 1997-07-08 |
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 | Riverside | CA | 02/1984 | Present |
| Bank Of America, N.A. | Riverside | CA | 07/2011 | Present |
I* 1756283 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Lake Arrowhead, CA, 92352 Nature of business: Position, title, association: Sole owner Start date of relationship: 04/01/2024 Number of hours devoted: 1 yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-09 |
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