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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-10-19 |
| TX | RA | APPROVED | 2011-06-29 |
| IL | RA | APPROVED | 2011-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 12/2008 | Present |
| Bank Of America, N.A. | Chicago | IL | 04/2015 | Present |
I*3841282 Entity Type: N/A Name of OBA: C G H TTEE S M D TTEE U/A DTD 09/23/2020 Address: Chesterton, Indiana, 46304 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/25/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-27 |
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