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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-31 |
| CA | RA | APPROVED | 2017-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cisco Systems | San Jose | CA | 06/2007 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 10/2016 | Present |
| Bank Of America, N.A. | Roseville | CA | 03/2017 | Present |
I*2293263, Entity Type: Fiduciary role Name of OBA: S C, Address: Rocklin, California, 95677, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/Spouse I*2293266, Entity Type: Fiduciary role Name of OBA: M C, Address: Rocklin, California, 95677, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/Daughter I*3149278 Entity Type: Fiduciary role Name of OBA: D. C. Address: Rocklin, California, 95677 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/19/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-16 |
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