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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2000-11-07 |
| FL | RA | APPROVED | 2000-08-08 |
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 Incorporated | Jacksonville | FL | 01/1999 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 07/2011 | Present |
I*: 2578289 Entity Type: Fiduciary role Name of OBA: K.W. Address: Tallahassee, Florida, 32309 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 6/25/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Power of Attorney for parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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