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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-08-20 |
| MO | RA | APPROVED | 2006-09-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue | MO | 09/2006 | Present |
| Bank Of America, N.A. | Ladue | MO | 07/2011 | Present |
I*4171268 Entity Type: Name of OBA: Norwood Hills Charitable Trust Address: Saint Louis, Missouri, 63121 Investment Related: No Position, Title, Association: Application reviewer Employee Start Date: 04/20/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The Trust accepts applications and decides who should receive an up to $1,000 scholarship. The applicants must be employees or relatives of employees of Norwood Hills Golf Course. The trust is managed and administered by a third party. Meet a couple times a year to review applications
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-18 |
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