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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| CA | RA | APPROVED | 2015-01-07 |
Branch Locations
901 Via Piemonte, Ontario, CA 91764 • United States
500 Newport Ctr Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yorba Linda | CA | 12/2014 | Present |
| Bank Of America, N.A. | Yorba Linda | CA | 12/2014 | Present |
I*3110269 Entity Type: N/A Name of OBA: S P H Address: St Petersburg, Florida, 33714 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/15/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Power of Attorney for Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
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