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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2010-04-27 |
| TX | RA | APPROVED_RES | 1997-06-05 |
| FL | RA | APPROVED | 1992-02-20 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
Jupiter Inlet Colony, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 09/1989 | Present |
| Bank Of America, N.A. | Palm Beach Gardens | FL | 05/2011 | Present |
I*8106 For profit or not for profit: Name of outside business organization: O'Hare IRRA Investment related: No Address of business: Jupiter, Florida 33477 Position, title, association: Power of Attorney Start date of relationship: 12/1/2015 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: Power of Attorney/ Sibling I*3172282 Entity Type: Fiduciary role Name of OBA: A. A. O. Address: Gahanna, Ohio, 43230 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/14/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-29 |
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