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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-08 |
| TX | RA | APPROVED_RES | 2005-05-18 |
| NJ | RA | APPROVED | 2004-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Princeton | NJ | 12/2000 | Present |
| Bank Of America, N.A. | Yardley | PA | 05/2011 | Present |
I*2156314, Entity Type: Fiduciary role Name of OBA: M N, Address: Newtown, Pennsylvania, 18940, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 09-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/ChildI*2200283, Entity Type: Fiduciary role Name of OBA: W N IRA, Address: Newtown, Pennsylvania, 18940, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 13-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: power of Attorney/SpouseI*2215347, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J H S IRA FBO J H S , Address: Fort Lauderdale, Florida, 33301, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 25-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney/SiblingsI*: 2635263Entity Type: Fiduciary roleName of OBA: J. H S.Address: Fort Lauderdale, FL 33301Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/16/2025Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney/SiblingI*3556267, Entity Type: , Name of OBA: W L N, Address: Newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/14/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4590278 Entity Type: N/A Name of OBA: M R. N Address: Newtown, Pennsylvania, 18940 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/19/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild I*4590279 Entity Type: N/A Name of OBA: Z C N Address: Newtown, Pennsylvania, 18940 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/19/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-09 |
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