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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-02 |
| CA | RA | APPROVED | 2013-07-01 |
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 | Scottsdale | AZ | 06/2013 | Present |
| Bank Of America, N.A. | Scottsdale | AZ | 07/2013 | Present |
I*5498 Name of outside business organization: J E R Living Trust Address of business: Phoenix, Arizona, 85027Nature of business: N Start date of relationship: 10/11/2017Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 I*2453277 Entity Type: Fiduciary role Name of OBA: J E R TTEE U/A DTD 03/27/2025 BY M R , Address: Phoenix, Arizona, 85085, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 05/08/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee/ Immediate Family or Self
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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