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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-04 |
| SC | RA | APPROVED | 2007-07-03 |
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 : 7691 | Columbia | SC | 03/2007 | Present |
| Bank Of America, Na | Columbia | SC | 12/2009 | Present |
I*5202270 Entity Type: Fiduciary Role Name of OBA: W. M. TTEE U/A DTD 08/06/2012 BY W. M. Address: Address: Columbia, South Carolina, 29203 Investment Related: Investment Related: No Position, Title, Association: Position, Title, Association: Trustee Employee Start Date: Employee Start Date: 08/06/2012 Number of Hours: Number of Hours: 1, Monthly Number of Hours during trading: Number of Hours during trading: 1, Monthly Duties: Duties: Trustee for Self
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-30 |
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