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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-03 |
| FL | RA | APPROVED | 2012-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | MA | 10/2011 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 01/2011 | Present |
I*2026366, Entity Type Fiduciary, Name of OBA: A (L) C Address: Boca Raton, Florida, 33496 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: Oct-01-2024 No Hours: 1 yearly No Hours during trading: 0 Duties:I*: 2930307 Entity Type: Fiduciary role Name of OBA: A. C. Address: Boca Raton, FL 33496 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/30/2025Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*3981265 Entity Type: N/A Name of OBA: A C Address: Boca Raton, Florida, 33496 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/09/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-25 |
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