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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-02-15 |
| VA | RA | APPROVED | 2002-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Alexandria | VA | 01/2000 | Present |
| Bank Of America Na | Vienna | VA | 06/2011 | Present |
I*5046272 Entity Type: Fiduciary role Name of OBA: T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Executor/Parents I*5048268 Entity Type: Fiduciary role Name of OBA: M. Family Trust u/a dtd 6/26/26 Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Successor Trustee/Parents I*5048269 Entity Type: Fiduciary role Name of OBA: B. L. M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/22/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Executor/Parents I*5002268 Entity Type: Fiduciary role Name of OBA: T. N M. TOD BENEFICIARIES ON FILE PLEDGED TO ML LENDER Address: Montclair, Virginia, 22126 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: POA/Parents I*5002269 Entity Type: Fiduciary role Name of OBA: T. N M. TOD BENEFICIARIES ON FILE PLEDGED TO ML LENDER Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5002270 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO T. N M. RRA FBO T. N M. Address: Monclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5002271 Entity Type: Fiduciary role Name of OBA: MR T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003267 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO T. N M. IRA FBO T. N M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003268 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO B. L M. RRA FBO B. L M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents I*5003269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO B. L M. IRA FBO B. L M. Address: Montclair, Virginia, 22025 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: POA/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
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