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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1998-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 05/1986 | Present |
| Bank Of America, N.A. | Indianapolis | IN | 04/2011 | Present |
I*4718286 Entity Type: Fiduciary role Name of OBA: B. A F. Address: Westfield, Indiana, 46074 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-01 |
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