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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-22 |
| NJ | RA | APPROVED | 2006-09-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
| Bank Of America, Na | New York | NY | 11/2009 | Present |
I*3470317 Entity Type: N/A Name of OBA: M C Address: Short Hills, New Jersey Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0.2, Yearly Duties: Child/Grandchild I*3489271 Entity Type: N/A Name of OBA: M C Address: Short Hills, New Jersey Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0.2, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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