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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2014-12-15 |
| TX | RA | APPROVED | 2014-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Broken Arrow | OK | 12/2014 | Present |
| Bank Of America, N.A. | Broken Arrow | OK | 12/2014 | Present |
I*: 2001320 Entity Type: Entity For Profit Name of OBA: AB Legacy Trust Address: Jenks, OK Investment Related: No Position, Title, Association: Other Employee Start Date: 10/01/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: I inherited an ownership in "Berlien LLC" from my uncle when he passed away in 2022. This LLC has an ownership stake in a hotel in Florida. It is a Manager Managed LLC. I do not manage it. Nor do I have any decision making abilities. My uncle's trust dictated that each heir (my siblings and I) create "Legacy Trusts" that passes the ownership of this entity to our children to keep it in the family. I receive semi annual distributions from the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-21 |
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