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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-04 |
| CA | RA | APPROVED | 2017-10-12 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
100 Spectrum Center Dr, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 07/2017 | Present |
| Bank Of America | Arcadia | CA | 01/2016 | 07/2017 |
| Bank Of America, N.A. | Pasadena | CA | 09/2017 | Present |
I*511899For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: AZUSA, California, 91702Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/17/2021Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*3760320 Entity Type: Entity For Profit Name of OBA: Horizon Design Solution LLC Address: Arcadia, California, 91007 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/11/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Spouse is working for lighting industry, and would like to set up family business provide lighting consulting. I am just help him set up business and manage finance a little bit at this point. Helping spouse set up business, and manage finance a little bit at this point. We might hire a part time if the business grow well later.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
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