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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-01-07 |
| TX | RA | APPROVED | 2019-08-23 |
| CA | RA | APPROVED | 2019-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 06/2007 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 11/2018 | Present |
I*1042308 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Antioch, California, 94531 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/21/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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