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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-18 |
| CT | RA | APPROVED | 2017-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, Ma | MA | 05/2014 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 03/2020 | Present |
I*4473265 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO A. M V. RRA FBO A. M V. Address: Medfield, Massachusetts, 2052 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Spouse I*4472269 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO A. M V. IRA FBO A. M V. Address: Medfield, Massachusetts, 2052 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
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