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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
| CA | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brea | CA | 02/2018 | Present |
| Bank Of America | Mira Loma | CA | 02/2018 | 07/2024 |
| Jp Morgan Chase | Eastvale | CA | 02/2016 | 02/2018 |
| Bank Of America, N.A. | Brea | CA | 08/2024 | Present |
I*1940310Entity Type: N/AName of OBA: Rental Property 1Address:ONTARIO CaliforniaInvestment Related:NoPosition, Title, Association:Co-owner with other family membersStart Date:11/27/2023No Hours: MonthlyNo Hours during trading:0Duties:N/A I*2600281, Entity Type: , Name of OBA: The G F and Y L family trust, Address: Eastvale, California, 92880, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 08/14/2015, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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