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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-25 |
| MI | RA | APPROVED | 2013-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Muskegon | MI | 07/2011 | Present |
I*2215401, Entity Type: , Name of OBA: J L R TRUST, Address: RAVENNA, Michigan, 49451, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 28-Jan-2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-25 |
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