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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-25 |
| SC | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 04/2007 | Present |
| Bank Of America, N.A. | Spartanburg | SC | 12/2016 | Present |
I*: 2459258 Entity Type: Fiduciary role Name of OBA: 529 acts for C,, A. & C. Address: Greenville, SC 29609 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: POA for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-29 |
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