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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
| TX | RA | APPROVED_RES | 2009-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Yardley | PA | 06/2009 | Present |
| Bank Of America,Na | Yardley | PA | 09/2009 | Present |
I*4256272, Entity Type: , Name of OBA: MLPF& S CUST FPO M Y S V IRA FBO M Y S V , Address: newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4257267, Entity Type: , Name of OBA: MLPF& S CUST FPO L B S IRRA FBO L B S, Address: newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4257268, Entity Type: , Name of OBA: L B S AND M Y S V JTWROS , Address: newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4257269, Entity Type: , Name of OBA: MLPF& S CUST FPO M Y S V IRA FBO M Y S V , Address: newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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