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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-15 |
| NC | 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 | Raleigh | NC | 10/2009 | Present |
| Bank Of America, Na | Raleigh | NC | 12/2009 | Present |
I*4680286 Entity Type: Fiduciary role Name of OBA: E. G. Trust Address: Westlake, Texas, 76262 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 06/09/2026 Number of Hours: 0Number of Hours during trading: 0Duties: Trustee/Cousin I*4683285 Entity Type: Fiduciary roleName of OBA: S. G. Trust Address: Westlake, Texas, 76262 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 06/09/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/Cousin I*, 5285268 Entity Type: Fiduciary role Name of OBA: S. G. Trust Address: Georgetown, Texas, 78628 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/10/2026 No Hours: 0 No Hours during trading: 0 Duties: Trustee I*, 5285269 Entity Type: Fiduciary role Name of OBA: E. G. Trust Address: Georgetown, Texas, 78628 Investment Related: 5285269 Position, Title, Association: Trustee Employee Start Date: 08/10/2026 No Hours: 0 No Hours during trading: 0 Duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
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