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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-01-31 |
| DE | RA | APPROVED | 1998-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover | DE | 10/1996 | Present |
| Bank Of America,N.A. | Wilmington | DE | 06/2011 | Present |
I*2622262, Entity Type: , Name of OBA: D W, Address: Lewes, Delaware, 19958, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2622263, Entity Type: , Name of OBA: N A, Address: Sea Girt, New Jersey, 08750, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2623263, Entity Type: , Name of OBA: D W Revoc trust, Address: Lewes, Delaware, 19958, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2623266, Entity Type: , Name of OBA: N A, Address: Sea Girt, New Jersey, 08750, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 07/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-04 |
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