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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-09-20 |
| MO | RA | APPROVED | 2004-07-09 |
| NJ | RA | APPROVED | 2004-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue | MO | 07/2004 | Present |
| Bank Of America, N.A. | Ladue | MO | 05/2011 | Present |
I*: 2578306 Entity Type: Fiduciary role Name of OBA: K. L. Rev Living Trust Address: Saint Louis, MO Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/25/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee for spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-10 |
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