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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2017-06-28 |
| GA | RA | APPROVED | 2017-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Atlanta | GA | 11/2006 | 12/2016 |
| Banc Of America Investment Services, Inc. | Atlanta | GA | 11/2006 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-10 |
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