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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-05-22 |
| TN | RA | APPROVED | 2004-05-26 |
| TX | RA | APPROVED | 2003-04-02 |
| AL | RA | APPROVED | 2003-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown | TN | 04/2002 | Present |
| Bank Of America, N.A. | Germantown | TN | 03/2013 | Present |
I*75927FOR-PROFIT ORGANIZATION: POAINVESTMENT RELATED: NADDRESS: COLLIERVILLE, 38017NATURE OF BUSINESS: POAPOSITION: FIDUCIARYSTART DATE OF RELATIONSHIP: 10/6/2014NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: POA FOR MY MOTHER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-24 |
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