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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-07 |
| MO | RA | APPROVED | 2018-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2007 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue | MO | 03/2018 | Present |
| Bank Of America, N.A. | Ladue | MO | 05/2018 | Present |
I*3012289Entity Type: N/AName of OBA: M A FAddress: Ballwin, Missouri, 63021Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 01/01/2025Number of Hours: 5, WeeklyNumber of Hours during trading: 0, WeeklyDuties: Executor for Nephew I*3429265, Entity Type: , Name of OBA: M F Estate, Address: Ballwin, Missouri, 63021, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/15/2024, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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