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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-02 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2010-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Kisco | NY | 09/2010 | Present |
| Bank Of America,Na | Mount Kisco | NY | 11/2010 | Present |
I*: 2677265 Entity Type: Fiduciary Name of OBA: JMS TOD BENEFICIARIES ON FILE Address: LancasterPennsylvania17602 Investment Related: n Position, Title, Association: POA Employee Start Date: 08/08/2025 No Hours: 1hr/mo No Hours during trading:0 Duties: POA I*: 2677266 Entity Type: Fiduciary Name of OBA: MLPF& S CUST FPO JMS E IRA FBO JMS Address: LancasterPennsylvania17602 Investment Related: n Position, Title, Association: POA Employee Start Date: 08/08/2025 No Hours: 1hr/mo No Hours during trading:0 Duties: POA I*: 2677265 Entity Type: Fiduciary Name of OBA: MLPF& S CUST FPO JMS RRA FBO JMS Address: LancasterPennsylvania17602 Investment Related: n Position, Title, Association: POA Employee Start Date: 08/08/2025 No Hours: 1hr/mo No Hours during trading:0 Duties: POA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-01 |
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