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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-24 |
| CA | RA | APPROVED | 2014-10-06 |
Branch Locations
1201 Pacific Ave Ci Client Management, Tacoma, WA 98402 • United States
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 05/2014 | Present |
| Bank Of America, N.A. | Chandler | AZ | 08/2014 | Present |
I*2782270, Entity Type: , Name of OBA: Rental Property 1, Address: Mesa, Arizona, 85202, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 09/01/2024, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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