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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-01 |
| NH | RA | APPROVED | 2015-09-26 |
Branch Locations
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 | Manchester | NH | 08/2015 | Present |
| Bank Of America, N.A. | Manchester | NH | 12/2015 | Present |
I*: 2463260 Entity Type: Fiduciary role Name of OBA: W. B M. Irrevocable Trust Address: Bedford, NH 03110 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/13/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Co-Trustee for child I*: 2503258 Entity Type: Fiduciary role Name of OBA: W, B. M. Revocable Trust of 2000 Address: Bedford, New Hampshire 03110 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 6/2/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Trustee for parent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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