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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-02-28 |
| MO | RA | APPROVED | 2006-02-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 02/2006 | Present |
| Bank Of America,Na | Clayton | MO | 11/2009 | Present |
I*1843329, Entity Type Entity Charitable, Name of OBA: Shenandoah Valley Elementary Parent Teacher Organization Address: ChesterfieldMissouri63017 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/20/2024 No Hours: 2 monthly No Hours during trading: Duties: The entity promotes parent involvement with the elementary school and a strong community. I will be Recording Secretary and take meeting notes. I*4468279 Entity Type: N/A Name of OBA: MLPF& S CUST FPO MRS L S V IRA FBO MRS L S V Address: Ballwin, Missouri, 63011 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/20/2026 Number of Hours: 6, Yearly Number of Hours during trading: 6, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
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