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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2011-12-13 |
| TX | RA | APPROVED_RES | 2004-09-28 |
| DE | RA | APPROVED | 1998-01-01 |
Branch Locations
2951 Centerville Rd, Wilmington, DE 19808 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 10/1992 | Present |
| Bank Of America, N.A. | Wilmington | DE | 09/2009 | Present |
I*79374FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: POAINVESTMENT RELATED: NADDRESS OF BUSINESS:WILMINGTON, DELAWARE 19803NATURE OF BUSINESS: OTHER,POAPOSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 1/1/2013NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: POAI*8084FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: ANNE J WEISENFELSINVESTMENT RELATED: ADDRESS OF BUSINESS:CRANFORD, NEW JERSEY 7016NATURE OF BUSINESS: ,POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 9/1/2017NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4DUTIES: I*2910291 Entity Type: N/A Name of OBA: C.P. Address:Willow Street Pennsylvania Investment Related:No Position, Title, Association:Successor Trustee Start Date:9/29/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Successor Trustee for Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-05 |
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