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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-03 |
| CT | RA | APPROVED | 2017-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. (U.S. Trust, Bank Of America Pwm) | Melville | NY | 08/2013 | 01/2017 |
| Bank Of America, N.A. (U.S. Trust, Bank Of America Pwm) | Melville | NY | 02/2017 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westport | CT | 02/2017 | Present |
| Bank Of America, N.A. | Westport | CT | 05/2017 | Present |
I*2167288, Entity Type: , Name of OBA: Future Estate of E J B, Address: New York, New York, 10280, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 16-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2164305, Entity Type: , Name of OBA: Future Estate of C B, Address: New York, New York, 10280, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 16-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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