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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-03 |
| PA | RA | APPROVED | 2015-12-28 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Clair | PA | 09/2015 | Present |
| Bank Of America, N.A. | St Clair | PA | 12/2015 | Present |
I*2118274, Entity Type: Fiduciary, Name of OBA: B T. K, Address: Venetia, Pennsylvania, 15367, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2116309, Entity Type: Fiduciary, Name of OBA: J. K K, Address: Venetia, Pennsylvania, 15367, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2137287, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO B T K SEP FBO B T K , Address: Venetia, Pennsylvania, 15367, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 24-Dec-2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
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