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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-13 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 06/1984 | Present |
| Bank Of America, N.A. | San Mateo | CA | 09/2009 | Present |
I*2989273 Entity Type: N/A Name of OBA: Virnoche Family Trust Address: Atherton, California, 94027 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/10/2025 Number of Hours: 2, Yearly Number of Hours during trading: 2, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-10 |
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