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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-29 |
| CA | RA | APPROVED | 2017-01-17 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 09/2016 | Present |
| Bank Of America, N.A. | Indian Wells | CA | 11/2016 | Present |
I*927698 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Indio, California, 92203 Nature of business: Position, title, association: Sole owner, Start date of relationship: 7/25/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
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