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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-22 |
| FL | RA | APPROVED | 2009-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America,Na | Stuart | FL | 12/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 01/2009 | Present |
I*: 2443275 Entity Type: Fiduciary Role Name of OBA: B. F. Trust Address: Jupiter, Florida, 33478 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 4/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: B. F. is my former mother in law she passed away March 2025, Her daughter K. W. Trustee is my x-wife. R. and K. are our children. If K. cant serve as Trustee, I was named as SUCC Trustee for the benefit of our 2 kids I*: 2443277 Entity Type: Fiduciary role Name of OBA: The Estate of B. F. Address: Jupiter, FL 33478 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 04/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Successor Trustee for Ex InLaw
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-19 |
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