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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
17802 W Interstate 10, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2009 | Present |
| Bank Of America,N.A. | San Antonio | TX | 06/2011 | Present |
I*2204261, Entity Type: Entity Charitable, Name of OBA: SAMMinistries, Address: San Antonio, Texas, 78258, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 04/14/2025, No Hours: 5 Monthly, No Hours during Trading: 2 Monthly, Duties: Non profit Board of Directors - Bank of America Foundation has a relationship with; SAMM is a homeless prevention and assistance organization - well established in the San Antonio community. . I will be a board member. I will help with governance and fundraising. I*2232258, Entity Type: Entity Charitable, Name of OBA: Alamo College Foundation, Address: San Antonio, Texas, 78215, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 05/05/2025, No Hours: 3 Monthly, No Hours during Trading: 2 Monthly, Duties: Board of Directors - Alamo College Foundation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-17 |
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