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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-13 |
| CA | RA | APPROVED | 2010-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells | CA | 04/2010 | Present |
| Bank Of America, N.A. | Indian Wells | CA | 07/2010 | Present |
I*3558265 Entity Type: Fiduciary role Name of OBA: JEREMY ZICK TTEE WHITNEY ZICK TTEE U/A DTD 02/28/2022 Address: Redlands, California, 92374 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 01/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Family
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
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