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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-03-23 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 09/1995 | Present |
| Bank Of America,N.A. | Menlo Park | CA | 06/2011 | Present |
I*3358266 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO V. O. RRA FBO V. O. Address: Palo Alto, California, 94304 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/22/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-24 |
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