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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-11 |
| CA | RA | APPROVED | 2015-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 12/2014 | Present |
| Bank Of America, N.A. | Gilbert | AZ | 01/2017 | Present |
I*2034273, Entity Type Fiduciary , Name of OBA: MLPF& S CUST FPO F H A I Address: Scottsdale, Arizona, 85257 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: Oct-02-2024 No Hours: 1 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-07 |
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