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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-05 |
| CA | RA | APPROVED | 2018-06-04 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
555 California St, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2011 | Present |
| Bank Of America, N.A. | San Francisco | CA | 08/2024 | Present |
I*518140 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Las Vegas, Nevada, 89120 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/24/2021 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: I*851274 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: San Leandro, California, 94578 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/25/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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