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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-07-29 |
| TX | RA | APPROVED | 2008-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 07/2008 | Present |
| Bank Of America, Na | Jupiter | FL | 12/2009 | Present |
I*4929267 Entity Type: Fiduciary role Name of OBA: w. b g. trust fbo w. g. Address: fort lauderdale, Florida, 33339 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild, Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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