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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-08 |
| MD | RA | APPROVED | 2005-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 06/2005 | Present |
| Bank Of America, N.A. | Frederick | MD | 04/2011 | Present |
I*2097263, Entity Type: Fiduciary, Name of OBA: J B Trust, Address: Aurora, Colorado, 80012, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 02-Dec-2024, No Hours: 6 Monthly, No Hours during Trading: 2 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-14 |
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