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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1999-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Amarillo | TX | 06/1999 | Present |
| Bank Of America, Na | Amarillo | TX | 12/2009 | Present |
I*1997272 Entity Charitable Name of OBA: Meals on Wheels of Amarillo, Texas Address: Amarillo, Texas, 79106 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/23/2024 No Hours: 2 No Hours during trading: 0 Duties: Delivery of hot, nutritious meals to the elderly and severely disable at their homes. .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-18 |
| S66 | Uniform Combined State Law Examination | 1999-09-07 |
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