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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2014-04-10 |
| FL | RA | APPROVED | 2012-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2012 | Present |
I*4678272 Entity Type: N/A Name of OBA: K P E TTEE A A E TTEE U/A DTD 09/18/2025 Address: Scottsdale, Arizona, 85258 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/08/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
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