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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-28 |
| TX | RA | APPROVED_RES | 2011-03-08 |
| SC | RA | APPROVED | 2004-08-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 08/2004 | Present |
| Bank Of America, N.A. | Hilton Head Island | SC | 07/2011 | Present |
I*4525273 Entity Type: Fiduciary Role Name of OBA: V Family Trust Address: Hilton Head, South Carolina, 29928 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/12/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Self, Siblings I*4529268 Entity Type: Fiduciary Role Name of OBA: Estate of M V V Address: Hilton Head, South Carolina, 29928 Investment Related: No Position, Title, Association: Executor Employee Start Date: 05/12/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Self, Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-30 |
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