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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| FL | RA | APPROVED | 2017-05-19 |
Branch Locations
Jacksonville, FL • United States
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • 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 | Jacksonville | FL | 12/2015 | Present |
I*4055269 Entity Type: Fiduciary role Name of OBA: N. W. Address: Jacksonville, Florida, 32246 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
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