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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-08-30 |
| SC | RA | APPROVED | 2011-08-02 |
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 | Beaufort | SC | 07/2011 | Present |
| Bank Of America, N.A. | Beaufort | SC | 10/2011 | Present |
I*57106 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HISTORIC BEAUFORT FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: BEAUFORT, SOUTH CAROLINA 29901 POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 9/1/2012 NUMBER OF HOURS DEVOTED: 3 HOURS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 HR MTHLY DUTIES: THE MISSION OF HISTORIC BEAUFORT FOUNDATION IS TO SUPPORT THE PRESERVATION, PROTECTION AND PRESENTATION OF SITES AND ARTIFACTS OF HISTORIC, ARCHITECTURAL AND CULTURAL INTEREST THROUGHOUT BEAUFORT COUNTY, SOUTH CAROLINA. REVIEW BALANCE SHEET, BUDGET I*2096286, Entity Type: Fiduciary, Name of OBA: J C. T, Address: Aiken, South Carolina, 29801, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 18-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: Power of Attorney for father I*4623283 Entity Type: Fiduciary role Name of OBA: J. C. T. TOD BENEFICIARIES ON FILE Address: Beaufort, South Carolina, 29907 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/26/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-09 |
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