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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-25 |
| TX | RA | APPROVED | 2015-08-05 |
| FL | RA | APPROVED | 2015-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach | FL | 08/2013 | Present |
| Bank Of America, N.A. | West Palm Beach | FL | 08/2015 | Present |
I*1131254, For profit or not for profit: Entity Charitable, Name of outside business organization: NC Educational Scholarship Fund Board of Directors, Investment related: N, Address of business: Pinehurst, NC, 28374, Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member, Officer"], Start date of relationship: 1/3/2023Number of hours devoted: 3 hour(s) Weekly, Number of hours devoted during trading hours: 0Duties: Member of the Board of Directors, voting on determining distribution of scholarship funds, fund raising for scholarship fund I*3887265 Entity Type: N/A Name of OBA: B P Address: Cary, North Carolina, 27519 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/26/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Child/Grandchild, Grand Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-30 |
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