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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-18 |
| FL | RA | APPROVED | 2014-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 05/2014 | Present |
| Bank Of America N.A. | Miami | FL | 11/2014 | Present |
I*2061281, Entity Type Fiduciary, Name of OBA: A H Address: Miami, Florida, 33176 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 24-Oct-2024 No Hours: 1 yearly No Hours during trading: 1 yearly Duties: I*4962275, Entity Type: , Name of OBA: R E H Revocable Living Trust, Address: Miami, Florida, 33176, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 07/16/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4962276, Entity Type: , Name of OBA: S H R Living Trust, Address: Miami, Florida, 33176, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 07/16/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-10 |
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