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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-08-05 |
| TX | RA | APPROVED | 2014-07-21 |
Branch Locations
5905 E Galbraith Rd Workplace Benefits, Cincinnati, OH 45236 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2014 | Present |
I*2605304, Entity Type: , Name of OBA: B S Trust, Address: Charlotte, North Carolina, 28212, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 18-Aug-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
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