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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-12 |
| NH | RA | APPROVED | 2016-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 02/2016 | Present |
I*4102266, Entity Type: , Name of OBA: P M TTEE J-E M TTEE U/A DTD 05/20/2020 , Address: Merrimack, New Hampshire, 03054, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/20/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-19 |
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