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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-03-25 |
| FL | RA | APPROVED | 2000-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Lakeland | FL | 09/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakeland | FL | 09/2000 | Present |
I*4510279Entity Type: Fiduciary roleName of OBA: G. B. Irrev Living TrustAddress: Lakeland, Florida, 33803Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 05/05/2026Number of Hours: 2, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Successor Trustee/Child/Grandchild, Siblings I*4583275 Entity Type: N/A Name of OBA: MRS H B C TTEE J B C TTEE U/A DTD 08/29/2007 Address: Lakeland, Florida, 33803 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/18/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
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