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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-07 |
| CA | RA | APPROVED | 2009-10-23 |
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 | St. Helena | CA | 10/2009 | Present |
| Bank Of America, N.A. | Napa | CA | 06/2011 | Present |
I*2612286, Entity Type, Name of OBA: Golden Bachelor Address: Agoura HillsCalifornia91301 Investment Related: No Position, Title, Association: Employee Start Date: 07/21/2025 No Hours: 30 Weekly No Hours during trading: 3 Weekly Duties: Social engagement no professional requirements or duties, to find happiness and love
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-03 |
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