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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-27 |
| NC | RA | APPROVED | 2015-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Winston-Salem | NC | 05/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 03/2010 | Present |
I*2125261, Entity Type: Fiduciary, Name of OBA: M H C Jr, Address: Bowie, Maryland, 20715, Investment Related: N, Position, Title, Association: Administrator, Power of Attorney, Successor Trustee, Employee State Date: 26-Dec-2024, No Hours: 50 Yearly, No Hours during Trading: 1 Yearly, Duties: I*: 2433272 Entity Type: Power of Attorney, Successor Trustee Name of OBA: F. C. Address: Raleigh, North Carolina, 27613, Investment Related: No Position, Title, Association: Power of Attorney, Successor Trustee Employee Start Date: 4/30/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: I am POA and successor trustee for my wife's rev trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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