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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-22 |
| NJ | RA | APPROVED | 2012-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Florham Park | NJ | 11/2011 | Present |
| Bank Of America, N.A. | Florham Park | NJ | 12/2011 | Present |
I*2146284, Entity Type: Fiduciary, Name of OBA: K Family Dynasty Trust dtd 3/20/2003, Address: Mendham, New Jersey, 07945, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2228278, Entity Type: , Name of OBA: K Family Dynasty Trust U/A DTD 03/20/2003 , Address: Mendham, New Jersey, 07945, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 04-Mar-2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
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