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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-07 |
| NE | RA | APPROVED | 2015-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 11/2014 | Present |
| Bank Of America, N.A. | Omaha | NE | 02/2015 | Present |
I*2227363, Entity Type: , Name of OBA: T M, Address: Omaha, Nebraska, 68144, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Apr-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2227364, Entity Type: , Name of OBA: J M, Address: Omaha, Nebraska, 68144, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Apr-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2227365, Entity Type: , Name of OBA: T and J M Family Trust, Address: Omaha, Nebraska, 68144, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Apr-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
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