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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-02-16 |
| UT | RA | APPROVED | 2002-07-12 |
Branch Locations
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, Inc. | Ogden | UT | 11/1999 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ogden | UT | 05/2002 | Present |
| Bank Of America, N.A. | Ogden | UT | 07/2011 | Present |
I*2179293 Entity Type: Fiduciary Role Name of OBA: E U IRA Address: Layton, Utah, 84040 Investment Related: N Position, Title, Association: Power of Attorney Employee State Date: 29-Jan-2025 No Hours: 1 Yearly No Hours during Trading: 1 Yearly Duties: Power of Attorney for spousal account I*: 2259311 Entity Type: For Profit Name of OBA: Beechwood's Bargins LLC Address: Morgan, UT 84050 Investment Related: No Position, Title, Association: General Partner/Managing Member,Owner Employee Start Date: 4/1/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: I will be a owner of the is company. I will have 15% ownership. My role will be financial backing and advisory to the two operational employees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
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