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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-15 |
| FL | RA | APPROVED | 2016-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 09/2013 | Present |
| Bank Of America, N.A. | Vero Beach | FL | 03/2016 | Present |
I*2805290, Entity Type: , Name of OBA: N S IRA, Address: Vero Beach, Florida, 32963, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02-Sep-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*2805291, Entity Type: , Name of OBA: MRS N J S TOD BENEFICIARIES ON FILE , Address: Vero Beach, Florida, 32963, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02-Sep-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: I*2806279, Entity Type: , Name of OBA: MRS N J S TOD BENEFICIARIES ON FILE , Address: Vero Beach, Florida, 32963, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02-Sep-2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-15 |
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