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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-01-18 |
| SC | RA | APPROVED | 2011-07-11 |
Branch Locations
1301 Gervais St, Columbia, SC 29201 • United States
Columbia, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 01/2011 | Present |
| Bank Of America, N.A. | Columbia | SC | 12/2011 | Present |
I*1767282, Entity Type: Fiduciary role, Name of OBA: MB, Address: Flat Rock ,North Carolina 28731, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/01/2024, No Hours: 0, No Hours during trading: 0, Duties: Fiduciary role I*: 391960 Entity Type: Charitable Name of OBA: The Animal Mission Address: Columbia, San Marino Investment Related: No Position, Title, Association: Board Member, Committee Employee Start Date: 07/15/2025 Number of Hours: 60 hrs annually Number of Hours during trading: 0 Duties: To provide animal welfare in the form of community vouchers for low-cost animal sterilization in an effort to decrease the shelter intake population and the number of animals euthanized. Responsibilities include: fundraising, community education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-06 |
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