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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-04-07 |
| VA | RA | APPROVED | 2008-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reston | VA | 11/2008 | Present |
I*2605291, Entity Type: , Name of OBA: Estate of S M, Address: Sterling, Virginia, 20165, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/08/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-14 |
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