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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-12-06 |
| IL | RA | APPROVED | 2000-03-30 |
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 | Barrington | IL | 11/1992 | Present |
| Bank Of America, Na | Barrington | IL | 12/2009 | Present |
I*2026360, Entity Type Fiduciary, Name of OBA: B L B RRA Address: Saint Charles, Illinois, 60175 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Oct-01-2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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