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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-10-12 |
| FL | RA | APPROVED | 1994-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/1994 | Present |
| Bank Of America,Na | Orlando | FL | 12/2009 | Present |
I*4662267 Entity Type: Fiduciary role Name of OBA: MR J. J. P. TTEE R. C P. TTEE U/A DTD 06/03/2026 Address: Windermere, Florida, 34786 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 06/04/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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