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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-14 |
| CA | RA | APPROVED | 2018-09-04 |
Branch Locations
300 Town Ctr E, Santa Maria, CA 93454 • United States
200 W Branch St, Arroyo Grande, CA 93420 • United States
1102 Higuera St, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Maria | CA | 03/2015 | Present |
| Bank Of America, N.A. | Santa Maria | CA | 03/2015 | Present |
I* 1474272 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: no Address of business: Santa Maria, CA, 93458 Nature of business: Position, title, association: Co-owner with other family members Start date of relationship: 09/06/2023 Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
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