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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-13 |
| WI | RA | APPROVED | 2017-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison | WI | 06/2015 | Present |
I*2030280, Entity Type Fiduciary, Name of OBA: K M D Revocable Trust UAD 05/09/2023 Address: Madison, Wisconsin, 53703 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date:25-Dec-2025 No Hours: 1 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-19 |
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