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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-12-13 |
| TX | RA | APPROVED | 2016-12-13 |
Branch Locations
12223 Ventura Blvd, Studio City, CA 91604 • United States
5201 Laurel Canyon Blvd, North Hollywood, CA 91607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Goldhaber'S College Planning | Studio City | CA | 06/2010 | 11/2016 |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Valley Village | CA | 11/2016 | Present |
| Bank Of America, N.A. | Valley Village | CA | 11/2016 | Present |
I*100304 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: N ADDRESS OF BUSINESS: NORTH HOLLYWOOD, CALIFORNIA 91601 NATURE OF BUSINESS: OTHER, IT IS IN OUR INDIVIDUAL NAMES ONLY. DAVID POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/1/1995 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL UNIT THAT MY WIFE AND I OWN, I SPEND 1% OF MY TIME WITH IT. MY WIFE DEALS WITH IT THE MOST., IT IS A 2 BEDROOM CONDO THAT MY WIFE USED TO LIVE IN. IT IS IN OUR NAMES ONLY,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-18 |
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