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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-02-25 |
| VA | RA | APPROVED | 2011-08-23 |
Branch Locations
1900 Duke St, Alexandria, VA 22314 • United States
Vienna, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 07/2011 | Present |
| Bank Of America, N.A. | Alexandria | VA | 10/2011 | Present |
I*2876271Entity Type: N/AName of OBA: N.T. TTEE E.T-S. TTEE 06/22/2017Address:Vienna VirginiaInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:09/16/2025No Hours: 0 YearlyNo Hours during trading:0 YearlyDuties:Co-Trustee Self, Spouse I*2899266 Entity Type: N/A Name of OBA: N.T. TTEE E.T.-S. TTEE U/A DTD 06/22/17 Address:Vienna Virginia Investment Related:No Position, Title, Association:Co-Trustee Start Date:09/22/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties: Co-Trustee for Self, Spouse I*4066293 Entity Type: Fiduciary role Name of OBA: N. T. TTEE E. T.-S. TTEE U/A DTD 06/22/2017 Address: Vienna, Virginia, 22180 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/17/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
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