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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-04 |
| CA | RA | APPROVED | 2020-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usc | Los Angeles | CA | 08/2015 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 05/2018 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 02/2021 | Present |
I*2642305, Entity Type: , Name of OBA: s family trust , Address: westlake village, California, 91362, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/21/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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