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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-22 |
| GA | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 03/2017 | Present |
| Unemployed | Dacula | GA | 08/2007 | 03/2017 |
I*: 2524280 Entity Type: Fiduciary role Name of OBA: E. D. D. Address: Grand Blanc, MI 48439 Investment Related: No Position, Title, Association: Power of Attorney, Successor Trustee Employee Start Date: 6/7/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney, Successor Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-26 |
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