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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED_RES | 2012-10-08 |
| CA | RA | APPROVED | 2009-10-23 |
| GA | RA | APPROVED | 2009-10-23 |
Branch Locations
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
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 | Los Angeles | CA | 10/2009 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 01/2010 | Present |
I*793258For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Ponte Vedra Beach, Florida, 32082Nature of business: Position, title, association: Sole owner, Start date of relationship: 4/1/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , I*93097FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: VILARDO FAMILY TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS:MARINA DEL REY, CALIFORNIA 90292NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2011NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY. NO REAL RESPONSIBILITIES OTHER THAN OWNING THE PROPERTYI*93118FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: 2040 WEST PACES FERRY LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:SAVANNAH, GEORGIA 30305NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/10/2014NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CREATED FOR THE PURPOSE OF SELLING A CONDOMINIUM.I*109998FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: 1906 MARINA POINTE DR. LLC.INVESTMENT RELATED: YADDRESS OF BUSINESS:MARINA DEL REY, CALIFORNIA 90292LLC,OWNER, 11/8/201715 HOUR0RENTAL PROPERTYI*392887Entity Type: For ProfitName of OBA:Vilardo Family Trust, J. & P. V.,TTEEAddress:Santa Barbara CaliforniaInvestment Related:NoPosition, Title, Association:OtherStart Date:09/15/2011No Hours: 25 YearlyNo Hours during trading:0 YearlyDuties:Rental Property held in Name of Trust I*3126277 Entity Type: For Profit Name of OBA: Settlers Trust John Vilardo ttee Address: Marina del Rey, California Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2011 Number of Hours: 50, Monthly Number of Hours during trading: 0, Monthly Duties: Rental property Management of property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-11 |
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