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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-12-21 |
| TX | RA | APPROVED_RES | 2009-03-06 |
| DC | RA | APPROVED | 1997-05-30 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 03/1996 | Present |
| Bank Of America, N.A. | Washington | DC | 05/2016 | Present |
I*2012275, Entity Type Fiduciary , Name of OBA: Y J V Address: Berea, Ohio, 44017 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Nov-21-2023 No Hours: 2 Monthly No Hours during trading: 1 Monthly Duties: I*2679272, Entity Type: , Name of OBA: D Y V EXEC EST OF D M. V, Address: Arlington, Virginia, 22207, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 08/04/2025, No Hours: 20 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
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