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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-03-22 |
| NJ | RA | APPROVED | 2012-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 01/2012 | Present |
I*3070292 Entity Type: Fiduciary role Name of OBA: M. A. Irrevocable Living Trust Address: West Hempstead, New York, 11552 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/08/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Trustee/Parent I*3073266 Entity Type: Fiduciary role Name of OBA: M. P. A. Address: Manchester, New Jersey, 08759 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/09/2024 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-24 |
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