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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| SC | RA | APPROVED | 2024-07-06 |
Branch Locations
1301 Gervais St, Columbia, SC 29201 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Columbia | SC | 12/2013 | 05/2018 |
| First Citizens Securities Corporation | Columbia | SC | 11/2015 | 05/2018 |
| First Citizens Investor Services, Inc. | Columbia | SC | 01/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 05/2018 | Present |
| Bank Of America, N.A. | Columbia | SC | 07/2025 | Present |
I*2667270 Entity Type: Fiduciary role Name of OBA: K M A EXEC EST OF J S A EST Address: Blythewood, South Carolina, 29016 Investment Related: No Position, Title, Association: Executor, Employee State Date: 07/24/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Duties: Executor/Siblings I*4007265 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FBO J. S A. DECD IRRA FBO EST OF J. S A. Address: BLYTHEWOOD, South Carolina, 29016 Investment Related: No Position, Title, Association: Executor Employee Start Date: 04/03/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Executor/Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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