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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| NJ | RA | APPROVED | 2022-06-15 |
| NC | RA | APPROVED | 2022-06-14 |
Branch Locations
525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
Mooresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2007 | Present |
I*2292269, Entity Type: , Name of OBA: J and B R, Address: St Johns, Florida, 32259, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 03-Apr-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2292270, Entity Type: , Name of OBA: J and B R, Address: St Johns, Florida, 32259, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Apr-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
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