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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-05 |
| NJ | RA | APPROVED | 2010-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2008 | Present |
| Bank Of America, N.A. | New York | NY | 04/2015 | Present |
I*4680324 Entity Type: N/A Name of OBA: P D B TTEE M B TTEE U/A DTD 06/29/2023 Address: Dallas, tex, 75208 Investment Related: No Position, Title, Association: GRANTR//TTEE//TRUST Employee Start Date: 06/09/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Ttee for FA and his spouse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-16 |
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