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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-30 |
| CA | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davis | CA | 11/2007 | Present |
| Bank Of America, N.A. | Davis | CA | 11/2007 | Present |
I*2012284, Entity Type Entity For Profit, Name of OBA: Circle Z Farms and Flora Address: EspartoCalifornia95627 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date:04/01/2021 No Hours: 1 weekly No Hours during trading: 0 Duties: My spouse's small business where she grows flowers and sells them at a small retail store. I will only be assisting her with making deposits and helping with basic finance functions like cash flow, building capital and debt management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
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