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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| CT | RA | APPROVED | 2009-10-30 |
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 | Newton | MA | 10/2009 | Present |
| Bank Of America,N.A. | Newton | MA | 06/2011 | Present |
I*494314 Entity Type: Fiduciary role Name of OBA: D. V. IRA--XXxXXXXX Address: North Attleboro, Massachusetts, 2760 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/06/2021 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-17 |
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