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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-16 |
| CT | RA | APPROVED | 2020-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 12/2014 | Present |
| Bank Of America N.A. | Fairfield | CT | 11/2019 | Present |
I*: 2618264 Entity Type: Fiduciary role Name of OBA: P.S. Address: Colts Neck, NJ 07722 Investment Related: No Position, Title, Association: Conservator Employee Start Date: 6/1/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Conservator / In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-01 |
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