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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-23 |
| CA | RA | APPROVED | 2017-08-10 |
Branch Locations
403 E Bidwell St, Folsom, CA 95630 • United States
8890 Greenback Ln, Orangevale, CA 95662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburg | CA | 12/2016 | Present |
| Bank Of America, N.A. | Pittsburg | CA | 04/2015 | Present |
I*1484270For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Antioch, California, 94509, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/15/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*4573280 Entity Type: N/A Name of OBA: The L and P Living Trust Address: Folsom, California, 95630 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 09/25/2024 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
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