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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2020-06-04 |
| NJ | RA | APPROVED | 2005-05-31 |
Branch Locations
474 Fulton St, Brooklyn, NY 11201 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | New York | NY | 05/2005 | Present |
| Bank Of America, Na | New York | NY | 12/2009 | Present |
I*2600300, Entity Type: , Name of OBA: Estates of S-Y and E L, Address: Newton, Massachusetts, 02459, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/07/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2601267, Entity Type: , Name of OBA: L Holding Trust, Address: Newton, Massachusetts, 02459, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/07/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-27 |
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