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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| SC | RA | APPROVED | 2020-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaufort | SC | 07/2018 | Present |
| Bayview Manor | Beaufort | SC | 06/2017 | 07/2018 |
| Agape Hospice | Beaufort | SC | 08/2014 | 06/2017 |
I*2884274 Entity Type: N/A Name of OBA: MRS C.A.K. TOD BENEFICIARIES ON FILE Address:Beaufort South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/17/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*2884275 Entity Type: N/A Name of OBA: C.A.K. IRA FBO MRS C.A.K. Address:Beaufort South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/17/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*2886268 Entity Type: N/A Name of OBA: MRS C.A.K.TOD BENEFICIARIES ON FILE Address:Beaufort South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/17/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild I*2886267 Entity Type: N/A Name of OBA: MRS C.A.K.RRA FBO MRS C.A.K. Address:Beaufort South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/17/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
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