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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-07-19 |
| NC | RA | APPROVED | 2002-05-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Charlotte | NC | 09/2001 | Present |
| Bank Of America, Na | Charlotte | NC | 12/2009 | Present |
I*2465281, Entity Type: , Name of OBA: F E J, Address: Charlotte , NC, 28226, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/12/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-25 |
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