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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2016-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Medfield | MA | 10/2015 | Present |
| Bank Of America, N.A. | Medfield | MA | 06/2018 | Present |
I*3966267 Entity Type: N/A Name of OBA: S C B III & C M B Address: Irmo, South Carolina, 29063 Investment Related: No Position, Title, Association: Executor Employee Start Date: 03/06/2031 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-31 |
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