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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-17 |
| GA | RA | APPROVED | 2019-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2019 | Present |
| Boca Raton Resort & Club | Boca Raton | FL | 03/2016 | 01/2019 |
I*2199374, Entity Type: , Name of OBA: The D E. F Trust, Address: Dallas, Georgia, 30132, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2201305, Entity Type: , Name of OBA: D E F, Address: Dallas, Georgia, 30132, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 14-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
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