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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED_RES | 2012-06-05 |
| NJ | RA | APPROVED | 2009-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 11/2009 | Present |
| Bank Of America, Na | Morristown | NJ | 12/2009 | Present |
I*3113268 Entity Type: N/A Name of OBA: B O TTEE KEVIN OWENS TTEE U/A DTD 06/18/2010 Address: Miami, Florida, 33137 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/31/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Co-Trustee Parents I*3113269 Entity Type: N/A Name of OBA: KEVIN M OWENS TTEE P G TTEE U/A DTD 01/03/2003 Address: Maimi, Florida, 33137 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/31/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Co-Trustee Spouse I*3113270 Entity Type: N/A Name of OBA: MLPF& S CUST FPO M B IRA FBO M B Address: Miami, Florida, 33137 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/31/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Trustee In-Laws I*3114265 Entity Type: N/A Name of OBA: M B TOD BENEFICIARIES ON FILE Address: Miami, Florida, 33137 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/31/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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