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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-10-23 |
| NM | RA | APPROVED | 2009-10-23 |
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
800 Capitol St Pbig - Houston Ii, Houston, TX 77002 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2009 | Present |
| Bank Of America, Na | Houston | TX | 12/2009 | Present |
I*4145268 Entity Type: Fiduciary role Name of OBA: M. K. Address: Houston, Texas, 77025 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4145269 Entity Type: Fiduciary role Name of OBA: K. Family Trust Address: Houston, Texas, 77025 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 04/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Successor Trustee/Parents I*4146265 Entity Type: Fiduciary role Name of OBA: G. K. Address: Houston, Texas, 77025 Investment Related: No Position, Title, Association: Successor Power of Attorney Employee Start Date: 04/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Successor/Power of Attorney/Parents I*4146267 Entity Type: Fiduciary role Name of OBA: M. K. Address: Houston, Texas, 77025 Investment Related: No Position, Title, Association: Executor Employee Start Date: 04/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Executor/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-26 |
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