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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED_RES | 2013-02-06 |
| CA | RA | APPROVED | 2007-09-27 |
| FL | RA | APPROVED | 2001-05-15 |
Branch Locations
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
Morristown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner&Smith Inc | Tampa | FL | 07/2000 | Present |
I*: 2641276 Entity Type: Fiduciary role Name of OBA: L. and A. M. Address: Tampa, FL 33635 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-15 |
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