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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-22 |
| PA | RA | APPROVED | 2013-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wyomissing | PA | 08/2012 | Present |
| Bank Of America, N.A. | Wyomissing | PA | 05/2013 | Present |
I*: 2601261 Entity Type: Fiduciary role Name of OBA: N. H. Address: Wyomissing, PA 19610 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/02/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-11 |
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