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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-12 |
| CA | RA | APPROVED | 2015-03-02 |
Branch Locations
1825 E Buckeye Rd, Phoenix, AZ 85034 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Suprise | AZ | 12/2014 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Suprise | AZ | 07/2011 | Present |
I*4510271 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO M. A. H. IRA FBO M. A. H. Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/29/2026 Number of Hours: 30, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4511286 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO G. W.E H. IRA FBO G. W. H. Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/29/2026 Number of Hours: 30, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4511287 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO G. W. H. IRA FBO G. W. H. Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/29/2026 Number of Hours: 30, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4511288 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO G. W. H. IRA FBO G. W. H. Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/29/2026 Number of Hours: 30, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/ Parents I*4536277 Entity Type: Fiduciary role Name of OBA: G. W. H. AND M. A. H. JTWROS TOD BENEFICIARIES ON FILE Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4536279 Entity Type: Fiduciary role Name of OBA: G. W. H. AND M. A. H. JTWROS TOD BENEFICIARIES ON FILE Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4536278 Entity Type: Fiduciary role Name of OBA: G. W. H. AND M. A. H. JTWROS TOD BENEFICIARIES ON FILE Address: Surprise, Arizona, 85379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-15 |
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