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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2004-08-17 |
| NJ | RA | APPROVED | 2003-07-24 |
Branch Locations
225 Liberty St Pbig - New York, New York, NY 10281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2002 | Present |
| Bank Of America, Na | New York | NY | 01/2010 | Present |
I*, 2762295Entity Type: FiduciaryName of OBA: V F RAddress: Rumson, New Jersey07760Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 08/19/2025No Hours: 1 hour per monthNo Hours during trading: 0 Duties: Power of Attorney I* 2876270 Entity Type: N/A Name of OBA: B.R. Address:Rumson New Jersey Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/16/2025 No Hours: 1 Monthly No Hours during trading:1 Monthly Duties:Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-24 |
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