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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2016-10-26 |
| TX | RA | APPROVED | 2016-10-04 |
| VA | RA | APPROVED | 2015-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 03/2015 | Present |
| Bank Of America, N.A. | Norfolk | VA | 05/2015 | Present |
I*: 2929273 Entity Type: Fiduciary role Name of OBA: L. B. Admin Tr Address: Virginia Beach, VA 23451 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 9/30/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee /parents/family, I*: 2929276 Entity Type: Fiduciary role Name of OBA: L. B. Admin Trust Address: Virginia Beach, VA 23451 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: Number of Hours: Number of Hours during trading: Duties: Co-Trustee /parents/family, I*: 2929277 Entity Type: Fiduciary role Name of OBA: DAVID QTIP MRTL TR Address: Norfolk, VA 23505 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 09/30/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee /parents/family I*: 3020282 Entity Type: Fiduciary role Name of OBA: L. B. Admin Trust & QTIP Address: Norfolk, VA 23505 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 09/01/2025 Number of Hours: 1o hrs wkly Number of Hours during trading: 1 hr wkly Duties: Co-Trustee/Child/Grandchild, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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