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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
110 N Wacker Dr Division - Central, Chicago, IL 60606 • United States
Hinsdale, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 06/1990 | Present |
I*4603268 Entity Type: Fiduciary role Name of OBA: MRS D. L S. TTEE MR S. J S. TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/26/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee/Spouse I*4603269 Entity Type: Fiduciary role Name of OBA: MRS D. L S. TTEE MR S. J S. TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/26/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee/Spouse I*4604269 Entity Type: Fiduciary role Name of OBA: MRS D. L S. TTEE MR S. J S. TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/26/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee/Spouse I*4624276 Entity Type: N/A Name of OBA: MR S J S TTEE MRS D L S TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/27/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*4624274 Entity Type: N/A Name of OBA: MR S J S TTEE MRS D L S TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/27/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*4624277 Entity Type: N/A Name of OBA: MR S J S TTEE MRS D L S TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/27/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*4623273 Entity Type: N/A Name of OBA: MR S J S TTEE MRS D L S TTEE U/A DTD 04/24/2026 Address: Hinsdale, Illinois, 60521 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/27/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse I*4904269, Entity Type: , Name of OBA: MRS D L S TTEE MR S J S TTEE U/A DTD 04/24/2026 , Address: Hinsdale, Illinois, 60521, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/14/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*4904271, Entity Type: , Name of OBA: S J S TTEE D L S TTEE U/A DTD 04/24/2026 , Address: Hinsdale, Illinois, 60521, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/14/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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