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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2013-01-03 |
| CA | RA | APPROVED | 2012-05-30 |
Branch Locations
6002 El Tordo, Rancho Santa Fe, CA 92067 • United States
6006 El Tordo Pwm, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Century City | CA | 03/2012 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 08/2012 | Present |
I*4583286 Entity Type: Fiduciary Role Name of OBA: E A A TTEE C F A TTEE U/A DTD 04/28/2021 Address: Carlsbad, California, 92009 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 04/28/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild, Spouse I*4584285 Entity Type: Fiduciary Role Name of OBA: E A A TTEE C F A TTEE U/A DTD 04/28/2021 Address: Carlsbad, California, 92009 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 04/28/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-26 |
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