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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-30 |
| CO | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 06/2025 | Present |
| Bank Of America | Denver | CO | 08/2015 | 06/2025 |
| Bank Of America, N.A. | Greenwood Village | CO | 09/2025 | Present |
I*: 2599270 Entity Type: Fiduciary Name of OBA: The Mark M. Osugi Revocable Living Trust Address: Tucson, Arizona, 85750, US Investment Related: n Position, Title, Association: Successor Trustee Employee Start Date:12-Jan-2010 No Hours: 0 No Hours during trading:0 Duties: Successor Trustee -I will serve as a successor co-trustee to the trust after my father's passing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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