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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-12-02 |
| WA | RA | APPROVED | 2002-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Bellevue | WA | 12/2001 | Present |
| Bank Of America, Na | Olympia | WA | 12/2009 | Present |
I*2026312, Entity Type Fiduciary, Name of OBA: DWC Irrevocable Trust Address: Tumwater, Washington, 98512 Investment Related: No Position, Title, Association: Trustee Employee Start Date: Sep-30-2024 No Hours: 20 yearly No Hours during trading: 0 Duties: I*2032295, Entity Type Fiduciary, Name of OBA: S S L TTEE R L TTEE U/A DTD 05/27/2004 Address: Tumwater, Washington, 98512 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03-Oct-2024 No Hours: 20 yearly No Hours during trading: 0 Duties: I*2686262, Entity Type: , Name of OBA: R C L Family Trust, Address: Tumwater, Washington, 98512, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 05/15/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-26 |
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