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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-14 |
| WA | RA | APPROVED | 2016-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 08/2015 | Present |
| Bank Of America, N.A. | Seattle | WA | 06/2022 | Present |
I*3131272 Entity Type: N/A Name of OBA:The L.L. FamilyTrust Address:Seattle Washington Investment Related:No Position, Title, Association:Co-Trustee Start Date:11/05/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-16 |
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