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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-06 |
| TX | RA | APPROVED | 2017-07-03 |
Branch Locations
2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2017 | Present |
| Bank Of America, N.A. | Chandler | AZ | 03/2017 | Present |
| Edu Prize Llc | Gilbert | AZ | 07/2016 | 03/2017 |
I* 961393 Entity Type: For Profit Name of outside business organization: Fiesta Vida RP LLC Investment related: No Address of business: Puerto Penasco, Sonora, 83550, Mexico Position, title, association: General Partner/Managing Member Start date of relationship: 09/01/2022 Number of hours devoted: 10 hrs monthly Number of hours devoted during trading hours: 0 Duties: Managing a rental property I*3163325 Entity Type: Fiduciary role Name of OBA: The B. Family Trust Address: Gilbert, AZ 85296 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/ Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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