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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-20 |
| NC | RA | APPROVED | 2021-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 04/2005 | Present |
| Bank Of America,N.A. | Upper Arlington | OH | 06/2011 | Present |
I*4463280 Entity Type: Fiduciary role Name of OBA: M. E. D.e Trust Address: Six Mile, South Carolina, 29682 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/10/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-26 |
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