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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-19 |
| CA | RA | APPROVED | 2020-03-18 |
Branch Locations
6006 El Tordo Pwm, Rancho Santa Fe, CA 92067 • United States
7825 Fay Ave Pbig - La Jolla, La Jolla, CA 92037 • United States
Escondido, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 05/1986 | 10/2019 |
| Bank Of America, N.A. | San Mateo | CA | 04/2015 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Jolla | CA | 11/2019 | Present |
| Bank Of America N.A. | La Jolla | CA | 03/2020 | Present |
I*1939267, Entity Type, Entity for Profit, Name of OBA: Laila Margallo, Address: Escondido, CA, 92029, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 09/03/2024, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Self employed business that will organize peoples homes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-28 |
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