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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2019-11-05 |
| CT | RA | APPROVED | 2019-11-04 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
2681 N Causeway Blvd, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Andover | MA | 10/2000 | Present |
| Bank Of America, N.A. | Andover | MA | 04/2021 | Present |
I*2149259, Entity Type: Fiduciary, Name of OBA: MRS F A K TOD BENEFICIARIES ON FILE , Address: bonita springs, Florida, 34135, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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