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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-08-09 |
| TN | RA | APPROVED | 2013-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown | TN | 05/2013 | Present |
I*4873277, Entity Type: Fiduciary role Name of OBA: Estate of K B O, Address: Memphis, Tennessee, 38117, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/10/2026, No Hours: 3 Weekly, No Hours during Trading: 2 Weekly, Duties: I*5022271 Entity Type: Fiduciary role Name of OBA: A. D O. EXEC EST OF K. B O. Address: Memphis, Tennessee, 38117 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07/22/2026 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Executor/Parents I*5035269 Entity Type: Fiduciary role Name of OBA: K. B O. LIVING TRUST Address: MEMPHIS, Tennessee, 38117 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/22/2026 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Trustee/Parents I*5042267, Entity Type: , Name of OBA: A D O TTEE U/A DTD 12/17/1999 BY K B O, Address: Memphis, Tennessee, 38117, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 07/23/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-17 |
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