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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-17 |
| MO | RA | APPROVED | 2014-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 04/2014 | Present |
| Bank Of America, N.A. | St Louis | MO | 10/2014 | Present |
I*4409266 Entity Type: Charitable Name of OBA: Saint Louis Club Address: Clayton, Missouri, 63105 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/27/2024 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: The St. Louis Club is a city club for people who like great food. It is like a country club for people that don't want to play golf and already have a gym membership somewhere else. Membership Committee is reviewing new club applicants to see if they would make good new members of the club. I*4729273 Entity Type: Fiduciary role Name of OBA: E. A H. Address: MO, Missouri, 63131 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/17/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-14 |
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