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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-22 |
| FL | RA | APPROVED | 1994-05-18 |
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 | Delray Beach | FL | 03/1994 | Present |
| Bank Of America,Na | Delray Beach | FL | 09/2009 | Present |
I*4654319 Entity Type: Fiduciary role Name of OBA: R G. B Address: Boynton Beach, Florida, 33436 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/05/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: POA/Parents I*4694268 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO R. G B. IRRA FBO R. G B. Address: Boynton Beach, Florida, 33436 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/11/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4694269 Entity Type: Fiduciary role Name of OBA: MR R. G B. TOD BENEFICIARIES ON FILE Address: Boynton Beach, Florida, 33436 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/11/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
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