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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2009-10-16 |
| TX | RA | APPROVED_RES | 2009-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 09/1993 | Present |
I*2173289, Entity Type: Fiduciary role, Name of OBA: J E. G, Address: W Chatham, Massachusetts, 02633, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 29-Jun-2023, No Hours: 1 hr Yearly, No Hours during Trading: 1 hr Yearly, Duties: POA for Parents I*: 2440271 Entity Type: Fiduciary role Name of OBA: Trust Address: W Chatham, Massachusetts, 02669 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 5/2/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 12 hrs annually Duties: Co-Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-30 |
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