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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-07-08 |
| TX | RA | APPROVED_RES | 1989-07-19 |
Branch Locations
2815 Townsgate Rd, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Lake Village | CA | 07/1987 | Present |
| Bank Of America,Na | Westlake Village | CA | 09/2009 | Present |
I*2430326, Entity Type: Fiduciary Role Name of OBA: E. A. T., Address: Rancho Palos Verdes, California, 90275, Investment Related: No, Position, Title, Association: Power of Attorney, Employee Start Date: 5/1/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney for In-Laws I*2311289, Entity Type: Fiduciary role Name of OBA: E A. T, Address: Rancho Palos Verdes, California, 90275, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-May-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney/Father-in-law I*5033269 Entity Type: Fiduciary role Name of OBA: E.T. - T. Family Trust Address: Rancho Palos Verdes, California, 90275 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/21/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/Spouse, In-Laws
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-20 |
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