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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-10-24 |
| ME | RA | APPROVED | 2006-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lewiston | ME | 08/2006 | Present |
| Bank Of America, N.A. | Lewiston | ME | 12/2009 | Present |
I*2056278, Entity Type Fiduciary, Name of OBA: V M J TTEE U/A DTD 02/09/2021 BY W S Address: Monmouth, Maine, 04259 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date:01-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties: I*2077266, Entity Type Fiduciary, Name of OBA: MLPF& S CUST FPO D L S RRA FBO D L S Address: Phoenix, Arizona, 85048 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05-Nov-2024 No Hours:0 No Hours during trading:0 Duties: I*2942306, Entity Type: , Name of OBA: The J Living Trust dated July 18th, 2025., Address: Monmouth, Maine, 04259, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 10/15/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
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