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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED_RES | 1993-09-01 |
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 | Mesa | AZ | 05/1993 | Present |
| Bank Of America, N.A. | Gilbert | AZ | 05/2011 | Present |
I*2157275, Entity Type: , Name of OBA: Estate of C A A, Address: Gilbert, Arizona, 85234, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 09-Dec-2024, No Hours: 2 Weekly, No Hours during Trading: 2 Weekly, Duties: I*2738283, Entity Type: , Name of OBA: A FAMILY REVOCABLE TRUST U/A DTD 08/21/2019 , Address: Gilbert, Arizona, 85234, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-14 |
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