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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-10-31 |
| TX | RA | APPROVED | 2013-01-11 |
| NJ | RA | APPROVED | 2012-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 11/2010 | Present |
I*990300 Entity Type: Charitable Name of outside business organization: North Florida School for Special Education Investment related: No Address of business: Jacksonville, Florida Position, title, association: Board Member Start date of relationship: 9/27/2022 Number of hours devoted: 4 hrs Yearly Number of hours devoted during trading hours: 4 hrs Duties: Assist with planned giving program I*3849291 Entity Type: Fiduciary role Name of OBA: M. G. Address: Jacksonville, Florida, 32223 Investment Related: No Position, Title, Association: Executor Employee Start Date: 03/05/2026 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Executor/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
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