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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-03-12 |
| CA | RA | APPROVED | 2007-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 12/1997 | Present |
I*3198280 Entity Type: N/AName of OBA: L L M TrustAddress: El CAJON, California, 92019Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 12/19/2025Number of Hours: 0, YearlyNumber of Hours during trading: 0, YearlyDuties: Co-Trustee Parents I*3323269, Entity Type: , Name of OBA: L L M TTEE K L F TTEE U/A DTD 12/15/2025 , Address: el cajon, California, 92019, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/18/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-06 |
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