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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-18 |
| FL | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Miami | FL | 06/2012 | 08/2017 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 08/2017 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 01/2021 | Present |
| Bank Of America, N.A. | Palm Beach | FL | 02/2021 | Present |
I*3054282 Entity Type: Fiduciary role Name of OBA: D. and R. M. Rev Trust Address: Gloucester, Virginia, 23061 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 10/15/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Successor Trustee/ Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-27 |
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