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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2003-03-25 |
| TX | RA | APPROVED_RES | 2001-05-29 |
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 | Fayetteville | NC | 01/1994 | Present |
| Bank Of America, N.A. | Fayetteville | NC | 07/2011 | Present |
I*75655FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ESTATE OF EDWIN L. PURCELLINVESTMENT RELATED: YADDRESS OF BUSINESS:CLINTON, NORTH CAROLINA 28328NATURE OF BUSINESS: OTHER,ESTATEPOSITION, TITLE, ASSOCIATION: CONSULTANT, START DATE OF RELATIONSHIP: 9/17/2014NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: EXECUTOR FOR FATHER'S ESTATE I*1375263, Entity Type Entity Charitable, Name of OBA: Clinton, NC Rotary Club Address: Clinton, North Carolina, 28328 Investment Related: No Position, Title, Association: Employee Start Date: Officer No Hours: 3 weekly No Hours during trading: 0 Duties: President - Conduct Meetings for Club starting July 1, 2024 for one year I*: 2671284Entity Type: FiduciaryName of OBA: MMP, Test Trust EMP, TTEE FBO BRAddress: Clinton, NC 28328Investment Related: nPosition, Title, Association: TrusteeEmployee Start Date: 07/30/2025No Hours: 5hr/yrNo Hours during trading:0Duties: Trustee I*: 2669292Entity Type: FiduciaryName of OBA: MMP Test TTEE EMP, TTEE FBO WRAddress: Clinton NC 28328Investment Related: nPosition, Title, Association: TrusteeEmployee Start Date: 07/30/2025No Hours: 5 hr/yrNo Hours during trading I*2703277, Entity Type: , Name of OBA: E M P L TTEE U/W M M P , Address: Clinton , North Carolina, 28328, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 08/06/2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties: I*2703280, Entity Type: , Name of OBA: E M P TTEE U/W M M P, Address: Clinton, North Carolina, 28328, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 08/06/2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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