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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| IL | RA | APPROVED | 1998-04-12 |
| TX | RA | APPROVED_RES | 1994-05-27 |
Branch Locations
Palm Beach Gardens, FL • United States
249 Royal Palm Way, Palm Beach, FL 33480 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 04/1992 | Present |
| Bank Of America,Na | Chicago | IL | 12/2009 | Present |
I*490001 Entity Type: Fiduciary role Name of OBA: J. S. W. Trust FBO J. R. Address: Boston, Massachusetts, 2110 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/02/2018 Number of Hours: 5, Monthly Number of Hours during trading: 5, Monthly Duties: Co-Trustee/Siblings I*492856 Entity Type: Fiduciary role Name of OBA: J. R. Address: Winnetka, Illinois, 60093 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 11/19/2019 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Co-Trustee/Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-18 |
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