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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-14 |
| FL | RA | APPROVED | 2019-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2019 | Present |
| Pnc Bank | Atlanta | GA | 08/2018 | 07/2019 |
| Pnc Bank | Cleveland | OH | 08/2017 | 07/2018 |
| University Of Georgia | Athens | GA | 09/2016 | 07/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2019 | Present |
I*: 2497349 Entity Type: Fiduciary role Name of OBA: W. N. Special Needs Trust Address: Dunwoody, GA 30338 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 1/1/2026 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: Requested to act as Trustee for his cousin's Special Needs trust following the 2nd to die of his Aunt and Uncle
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-25 |
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