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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-13 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
Davie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 10/2009 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 12/2009 | Present |
I*: 2969296 Entity Type: Fiduciary role Name of OBA: P. and S. W. Rev. Trust Address: Boynton Beach, FL 33472 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10/7/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/ parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-15 |
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