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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| TN | RA | APPROVED | 2026-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 08/2014 | Present |
I*: 3199270 Entity Type: Fiduciary role Name The H. Ave Trust Dated 4 August 2015 Investment related: No Address: Candler, North Carolina Title, or relationship with the other business: Grantor, Trustee Start date of your relationship: August 4, 2015 Approximate number of hours/month you devote to the other business: 1 hr annually Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Management of trust assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-21 |
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