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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-11 |
| FL | RA | APPROVED | 2008-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne | FL | 01/2008 | Present |
| Bank Of America,N.A. | Rockledge | FL | 06/2011 | Present |
I*2087274, Entity Type: Fiduciary, Name of OBA: M W. W SR IRA FBO M W. W SR , Address: Indian Harbour Beach, Florida, 32937, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11-Nov-2024, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties I*3229267, Entity Type: , Name of OBA: M W. W SR TTEE U/A DTD 10/27/10 RST 9/21/2020 , Address: Indian Harbour Beach, Florida, 32937, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/26/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3229269, Entity Type: , Name of OBA: M W. W SR TTEE U/A DTD 10/27/10 RST 9/21/2020 , Address: Indian Harbour Beach, Florida, 32937, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/26/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-02 |
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