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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-01-25 |
| CO | RA | APPROVED | 2004-04-14 |
Branch Locations
90 S Cascade Ave, Colorado Springs, CO 80903 • United States
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 | Colorado Springs | CO | 01/2000 | Present |
| Bank Of America, Na | Colorado Springs | CO | 11/2009 | Present |
I*2230287, Entity Type: , Name of OBA: B H, Address: Colorado Springs, Colorado, 80907, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06-Mar-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2295268, Entity Type: , Name of OBA: B G H , Address: colorado springs, Colorado, 80907, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Apr-2025, No Hours: 3 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-09 |
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