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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-04 |
Branch Locations
Georgetown, TX • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
800 Capitol St Ste 1560 , Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Georgetown | TX | 10/2001 | Present |
I*4579269 Entity Type: Fiduciary role Name of OBA: W. G. Revocable Trust dated January 29, 2026 Address: Georgetown, Texas, 78628 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/17/2031 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor/Trustee Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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