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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-08 |
| FL | RA | APPROVED | 2015-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Villages | FL | 02/2015 | Present |
| Bank Of America, N.A. | The Villages | FL | 04/2015 | Present |
I*, 1868296 Entity Type, Name of OBAThe Burke Family Trust Address:KISSIMMSS,FL,34744 Investment Related: N Position, Title, Association:Successor Trustee Employee Start Date: 06/05/2029 No Hours:1 MONTHLY No Hours during trading:0 Duties:I was informed by my grand father, Leon Burke, that he is updating his estate planning documents. He plans to name his nephew as successor trustee, and me as a contingent/back-up successor trustee in the event that his nephew is unable to serve.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-26 |
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