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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-29 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 10/2009 | Present |
| Bank Of America, N.A. | Summit | NJ | 12/2009 | Present |
I*2930353, Entity Type: , Name of OBA: Estate of A S, Address: Springfield, New Jersey, 07081, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 10/06/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3184334 Entity Type: N/A Name of OBA: Estate of Anna Schiano Address: Mountainside, New Jersey Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/19/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Executor for mother
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-10 |
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