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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 11/2005 | Present |
| Bank Of America, N.A. | Southlake | TX | 06/2011 | Present |
I*: 2624283 Entity Type: Fiduciary role Name of OBA: Sullins Living Trust Address: Colleyville, TX 76034 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/04/2030 Number of Hours: 20 hrs annually Number of Hours during trading: 2 hrs annually Duties: Executor for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-12 |
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