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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED_RES | 2004-08-17 |
| SC | RA | APPROVED | 2002-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lycnh, Pierce, Fenner & Smith Inc. | Charleston | SC | 11/2001 | Present |
| Bank Of America, N.A. | Charleston | SC | 07/2011 | Present |
Name of the other business Whether the business is investment-relatedNot Investment related Address of the other business Nature of the other business Your positionTrustee Title, or relationship with the other business Start date of your relationship10/08/2018 Approximate number of hours/month you devote to the other business1 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business I*2057261, Entity Type Fiduciary, Name of OBA: E and L M Address: Winston-salem, North Carolina, 27104 Investment Related: Yes Position, Title, Association: Executor, Power of Attorney, Successor Trustee Employee Start Date: 01-Jan-2025 No Hours: 2 hours yearly No Hours during trading: 0 yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-20 |
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