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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-28 |
| MD | RA | APPROVED | 2010-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 09/2010 | Present |
| Bank Of America, N.A. | Hunt Valley | MD | 04/2011 | Present |
I*2123262, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO JNM IRA FBO JNM , Address: Baltimore, Maryland, 21209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/10/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney for parent I*: 2412287 Entity Type: Charitable Name of OBA: St. James Academy Address: Monkton, MD 21111 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: To join the general board of St. James Academy. To help with the general guidance of the school as a whole. "As a nonprofit organization, St. James Academy is governed by a Board of Trustees responsible for setting the school policies and overseeing its management, subject to the supervision of the Vestry of St. James Church. The Boards officers and members are chosen from a list of nominees who represent the Academy, the Parish, and the entire community. The Board meets five times per year to consider recommendations from its committees. The Board works closely with the schools Administrative Leaders to ensure St. James Academy remains a thriving school community for years to come." SJA Website
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-09 |
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