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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Georgetown | TX | 04/2014 | Present |
| Bank Of America, N.A. | Georgetown | TX | 09/2015 | Present |
I*2178258, Entity Type: Entity Charitable, Name of OBA: Williamson County Courthouse Foundation, Address: Georgetown, Texas, 78626, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 05/10/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: Maintain & preserve historic significance of Courthouse while providing community availability for nonprofit and for profit use
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
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