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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-11 |
| FL | RA | APPROVED | 2000-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Jupiter | FL | 09/1997 | Present |
I*: 2430313 Entity Type: Fiduciary role Name of OBA: E. M. Jr Address: Palm Bch Gardens, FL 33410 Investment Related: No Position, Title, Association: POA Employee Start Date: 4/28/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: POA for spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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