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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-06-25 |
| FL | RA | APPROVED | 2009-10-23 |
| GA | RA | APPROVED | 2009-10-23 |
| SC | RA | APPROVED | 2009-10-23 |
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 | Greenville | SC | 10/2009 | Present |
| Bank Of America,N.A. | Greenville | SC | 06/2011 | Present |
I*3150279 Entity Type: Fiduciary role Name of OBA:A P E Address: Anderson, SC Investment Related: No Position, Title, Association: Power of Attorney Start Date:1/10/2025 No Hours: 1 Weekly No Hours during trading: 0 Duties: Power of Attorney for Parents I*3163266 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO A. P E. IRA FBO A. P E. Address: Anderson, South Carolina, 29621 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/12/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Power of Attorney/Parent I*3163267 Entity Type: Fiduciary role Name of OBA: A. P E. Address: Anderson, South Carolina, 29621 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/12/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Power of Attorney/Parent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-14 |
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