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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 1997-05-07 |
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 | Portland | OR | 02/1995 | Present |
| Bank Of America, Na | Portland | OR | 11/2009 | Present |
I*: 2644282Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO M. C R. RRA FBO M. C R.Address: Portland, OR 97225Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 7/22/2025Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney for Child/Grandchild I*3195268, Entity Type: , Name of OBA: J W. R, Address: Portland, Oregon, 97225, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/20/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-25 |
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