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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-08-13 |
| TX | RA | APPROVED | 2013-08-09 |
Branch Locations
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 | Scottsdale | AZ | 08/2013 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 08/2013 | Present |
I*1556294 For profit or not for profit: Entity For Profit Name of outside business organization: ACZ Holdings LLC Investment related: N Address of business: Scottsdale, Arizona, 85255, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/23/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: , Personal Asset Protection
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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