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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-25 |
| TX | RA | APPROVED_RES | 2014-01-17 |
| DC | RA | APPROVED | 2010-08-23 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
222 2Nd Ave S, Nashville, TN 37201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 05/2010 | Present |
| Bank Of America,N.A. | Washington | DC | 06/2011 | Present |
I*, Entity Type Fiduciary, Name of OBA: R&M H Address: Rockville, Maryland, 20853 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 18-Oct-2024 No Hours: 0 No Hours during trading: 0Duties: I*, Entity Type Fiduciary, Name of OBA: The Estate of R and M H Address: Rockville, Maryland, 20853 Investment Related: No Position, Title, Association: Executor Employee Start Date: 18-Oct-2024 No Hours: 0 No Hours during trading: 0Duties: I*, Entity Type Fiduciary, Name of OBA: The R & M Irrevocable Trust Address: Rockville, Maryland, 20853 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 18-Oct-2024 No Hours: 0 No Hours during trading: 0Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-09 |
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