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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-15 |
| IL | RA | APPROVED | 2020-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 10/2014 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2019 | Present |
| Lauren Stroner | Paris | 03/2017 | 06/2019 | |
| Bank Of America N.A. | Northbrook | IL | 11/2020 | Present |
I*4835274, Entity Type: , Name of OBA: G and L S Family Trust, Address: Glen Ellyn, Illinois, 60137, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 07/07/2031, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4835275, Entity Type: , Name of OBA: M and V M Trust, Address: Scottsdale, Arizona, 85259, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 07/07/2031, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4835270, Entity Type, Name of OBA: G and L S Family Trust Address: Glen Ellyn Illinois 60137 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date:07/07/2031 No Hours: 0 No Hours during trading: 0 Duties: I*4835271, Entity Type, Name of OBA: M and V M Estate Address: Scottsdale Arizona 85259 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/07/2031 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-23 |
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