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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-08-17 |
| SC | RA | APPROVED | 1998-08-07 |
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 | Hilton Head | SC | 11/1992 | Present |
| Bank Of America, N.A. | Hilton Head Island | SC | 07/2011 | Present |
I*108349For profit or not for profit: For-Profit OrganizationName of outside business organization: Playin Thru Farms, LLCInvestment related: NAddress of business:Hilton Head, South Carolina 29926Nature of business: LLC,Position, title, association: General Partner, Start date of relationship: 9/15/2017Number of hours devoted: 24 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Playin Thru Farms, LLC will own and operate pine tree acreage for timber. I am the originator of the LLC and will serve as managing member. My wife will also serve as a member. I*3827269 Entity Type: N/A Name of OBA: A KEVIN ROBERSON TTEE CHARLOTTE P ROBERSON TTEE U/A DTD 06/18/2005 = A K R TTEE C P R TTEE U/A DTD 06/18/2005 Address: hilton Head, South Carolina, 29926 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/23/2026 Number of Hours: 2, Yearly Number of Hours during trading: 1, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-13 |
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