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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-25 |
| FL | RA | APPROVED | 2016-09-23 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 07/2016 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 08/2016 | Present |
I*2710270, Entity Type: , Name of OBA: MLPF& S CUST FPO M D RRA FBO M D , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/08/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2729266, Entity Type: , Name of OBA: MLPF& S CUST FPO MS M D D IRA , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/12/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*4561270Entity Type: Fiduciary Role Name of OBA: N M W TTEE U/A DTD 10/18/2000 BY N M WAddress: Tallahassee, Florida, 32303Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 05/12/2026Number of Hours: 0, YearlyNumber of Hours during trading: 0, YearlyDuties: AuntI*5224268, Entity Type: , Name of OBA: M F W AND B D W ATBE, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/09/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*5345289, Entity Type: , Name of OBA: M F W TTEE B D W TTEE U/A DTD 04/16/1997 , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5345291, Entity Type: , Name of OBA: M F W AND B D W ATBE PLEDGED TO ML LENDER , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5345292, Entity Type: , Name of OBA: MLPF& S CUST FPO M F W RRA FBO M F W , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5347275, Entity Type: , Name of OBA: MLPF& S CUST FPO B D W IRA FBO B D W, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5347277, Entity Type: , Name of OBA: MLPF& S CUST FPO M F W SEP FBO M F W, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5347279, Entity Type: , Name of OBA: MLPF& S CUST FBO E W DCSD RRA FBO M F W, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/12/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*5483268, Entity Type: , Name of OBA: M F W AND B D W ATBE , Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/19/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5562273 Name: M F W AND B D W TIC Address: Tallahassee, FL Investment: No Association: Power of Attorney Start Date: 8/25/26 Hours: 0, Yearly Hours during trading: 0, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-16 |
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