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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-05 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 10/2009 | Present |
| Bank Of America, N.A. | Tucson | AZ | 05/2011 | Present |
I*1928275 Entity Type, Name of OBA: CRM Trust dtd 7/19/19 Address: Tucson, Arizona, 85742 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 15-Dec-2023 No Hours: 52 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-12 |
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