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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED_RES | 2009-03-19 |
| FL | RA | APPROVED | 2004-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2003 | Present |
| Bank Of America, N.A. | Boca Raton | FL | 04/2011 | Present |
I*1504264For profit or not for profit: Name of outside business organization: Investment related: NAddress of business: Boca Raton, Florida, 33486Nature of business: Position, title, association: Trustee, Start date of relationship: 10/2/2023Number of hours devoted: 4 hour(s) WeeklyNumber of hours devoted during trading hours: 1Duties: ,I*1653302Name of OBA: DERRICK MADSEN 2023 IRREVOCABLE TRUSTAddress:BOCA RATON,Florida Investment Related:NoPosition, Title, Association:Co-TrusteeEmployee Start Date:12/16/2023No Hours:0No Hours during trading:0Duties:DERRICK MADSEN 2023 IRREVOCABLE TRUST I* 1654264 For profit or not for profit: Name of outside business organization: DECLARATION OF TRUST Investment related: no Address of business: BOCA RATON, FL Nature of business: Position, title, association: Successor Trustee Start date of relationship: 12/16/2023 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 0 Duties: I* 1653300 For profit or not for profit: Name of outside business organization: 2023 IRREVOCABLE TRUST Investment related: no Address of business: BOCA RATON, FL Nature of business: Position, title, association: Co-Trustee Start date of relationship: 12/16/2023 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-02 |
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