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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pasadena | CA | 06/2011 | Present |
| Bank Of America, N.A. | Pasadena | CA | 11/2011 | Present |
I*2575379, Entity Type, Name of OBA: M O S REVOCABLE TRUST Address: Los Angelesca90004 Investment Related: No Position, Title, Association: Trustee Employee Start Date:06/24/2025 No Hours: 2 weekly No Hours during trading: 0 Duties: Trustee for trust I*2700272, Entity Type: Fiduciary role, Name of OBA: S T for WL IV and r, Address: Pittsburgh, Pennsylvania, 15258, Investment Related: No, Position, Title, Association: Other, Employee State Date: 08/05/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: To preserve and distribute wealth across generations. Beneficiary I*2700273, Entity Type: Fiduciary, Name of OBA: S T for W Et Al, Address: Pittsburgh, Pennsylvania, 15258, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/05/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: To preserve and distribute wealth across generations. Beneficiary I*2700274, Entity Type: Fiduciary, Name of OBA: S T. A. for D Et Al, Address: Pittsburgh, Pennsylvania, 15258, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/05/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: To preserve and distribute wealth across generations. Beneficiary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
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