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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 06/2010 | Present |
| Bank Of America, N.A. | Plano | TX | 07/2017 | Present |
I*2041273, Entity Type Fiduciary, Name of OBA: CDDG Address: Plano, Texas, 75023 Investment Related: No Position, Title, Association: Guardianship Employee Start Date: 10-Oct-2024 No Hours: 10 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-29 |
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