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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Hiawatha | NJ | 10/2009 | Present |
| Bank Of America,Na | Lake Higwatha | NJ | 11/2009 | Present |
I*: 2417262 Entity Type: Fiduciary role Name of OBA: P. A S. EXEC EST OF M. A D. Address: Hopatcong, New Jersey, 07843 Investment Related: No Position, Title, Association: Executor Employee Start Date: 25-Apr-2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Executor for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-14 |
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