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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1999-08-18 |
| FL | RA | APPROVED | 1997-12-16 |
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 | Venice | FL | 10/1997 | Present |
| Bank Of America, N.A. | Venice | FL | 11/2009 | Present |
I*2153296, Entity Type: Fiduciary role Name of OBA: B E P TOD BENEFICIARIES ON FILE , Address: Osprey, Florida, 34229, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 01/072025, No Hours: 1 hr wkly, No Hours during Trading: 0 Weekly, Duties: POA /Child I*: 2629261 Entity Type: Charitable Name of OBA: Venice Nokomis Rotary Club Address: Venice, FL 34284 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 7/21/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Attend BOD meetings to discuss distribution of funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-31 |
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