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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-08 |
| CA | RA | APPROVED | 2022-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 09/2015 | Present |
I*4500269 Entity Type: Fiduciary role Name of OBA: F. A. Address: Monrovia, California, 91016 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/24/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Domestic Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
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