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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED_RES | 2012-05-05 |
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 | San Mateo | CA | 04/2012 | Present |
| Bank Of America, N.A. | San Mateo | CA | 03/2013 | Present |
I*8576 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: South San Francisco, California 94080 Nature of business: Position, title, association: Start date of relationship: 8/9/2019 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*9354 For profit or not for profit: Name of outside business organization: Rental Investment related: Address of business: San Francisco, California 94122 Nature of business: Position, title, association: Start date of relationship: 7/1/2019 Number of hours devoted: 8 hour(s) Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-23 |
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