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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2014-04-03 |
| TX | RA | APPROVED | 2006-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | IN | 09/2014 | Present |
| Bank Of America, N.A. | Lafayette | IN | 05/2011 | Present |
I*2925276, Entity Type: , Name of OBA: D TRUST, Address: MONROE TWP, New Jersey, 08831, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 09/30/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-20 |
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