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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-25 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 07/2018 | Present |
| Unemployed | San Francisco | CA | 04/2018 | 07/2018 |
| Merill Lynch Pierce Fenner & Smith | Chicago | IL | 02/2017 | 04/2018 |
| Unemployed | San Francisco | CA | 11/2016 | 12/2016 |
| University Of Notre Dame | Chicago | IL | 01/2017 | 12/2017 |
| Gap Inc. | San Francisco | CA | 03/2014 | 11/2016 |
| University Of Notre Dame | South Bend | IN | 01/2010 | 12/2017 |
| Bank Of America, N.A. | Walnut Creek | CA | 08/2018 | Present |
I*4721315 Entity Type: N/A Name of OBA: H 1987 Rev Tr Address: Walnut Creek, California, 94597 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/01/2026 Number of Hours: 50, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-24 |
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