Gene E. Phillips

Part of The Toronto-Dominion Bank, TD Bank USA, Inc. is a financial institution that offers banking services, credit cards, loans, home lending, and other financial products for small businesses. The company is based in New York, NY. Customers can access their TD Bank small business checking accounts online for free and manage their accounts, make payments in real-time online or with their mobile app. TD Cross-Border Banking products can help customers easily manage their money on both sides of the border. The CEO of the company is Michael Bo Pedersen.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Bateman & Co., Inc. operates as an accounting firm. The company is headquartered in Houston, TX.

Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA.

Knightsbridge Asset Management LLC (Knightsbridge) is an independent wealth management firm and registered investment advisor headquartered in Newport Beach, California. The firm was co-founded by Alan Beimfohr and John Prichard in 1998 and do-business-as Knightsbridge Wealth Management. Knightsbridge offers discretionary investment advisory services to retail and institutional clients. In addition, they may provide advisory services to unrelated investment companies (mutual funds).