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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-27 |
| SC | RA | APPROVED | 2016-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spartanburg | SC | 06/2015 | Present |
| Bank Of America, N.A. | Spartanburg | SC | 08/2016 | Present |
I*2794270, Entity Type: Fiduciary role Name of OBA: J R M II TTEE A H M TTEE U/A DTD 03/14/202, Address: Spartanburg, South Carolina, 29302, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 08/27/2025, No Hours: 0 , No Hours during Trading: 0 Yearly, Duties: Trustee for Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
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