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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| CA | RA | APPROVED | 2022-11-01 |
Branch Locations
8921 Santa Monica Blvd, West Hollywood, CA 90069 • United States
4649 Venice Blvd, Los Angeles, CA 90019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Waxahachie | TX | 06/2014 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Waxahachie | TX | 02/2017 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hollywood | CA | 07/2022 | Present |
| Bank Of America N.A. | West Hollywood | CA | 11/2022 | Present |
MASRTI DI PREGIO FINE ARTS LP, NOT INV RELATED, WAXAHACHIE, TX, 90% OWNERSHIP, START 1/1/2012, 15 HOURS PER MONTH, ZERO DURING TRADING, BUY AND SELL OLD MASTER PAINTINGS. OBA ID: 1653345 OBA Name: CAL STAR BEAR HOLDINGS LLC Location: Gardena, CA Start Date: 1/8/2024 Investment Related Activity: No Role: General Partner/Managing Member Duties: We focus on affordable housing for low income families and new home ownership families, with new prefab low construction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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