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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-28 |
Branch Locations
701 B St, San Diego, CA 92101 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
La Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 01/2019 | Present |
| Bank Of America | San Diego | CA | 08/2014 | 01/2019 |
I*2674311 Entity Type: Charitable Name of OBA: Ronald McDonald House Charities San Diego Address:San Diego California Investment Related:No Position, Title, Association:Board Member Start Date:10/01/2025 No Hours: 48 Yearly No Hours during trading:8 Yearly Duties:Attend board meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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