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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| MO | RA | APPROVED | 2022-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ballwin | MO | 08/2007 | Present |
| Bank Of America, N.A. | Ballwin | MO | 02/2022 | Present |
I*2813318 Entity Type: N/A Name of OBA: W. and S.V. Revocable Living Trust Address:Saint Louis Missouri Investment Related:No Position, Title, Association:Successor Trustee Start Date:01/01/2030 No Hours: 0 Yearly No Hours during trading:0 Duties:Successor Trustee for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-26 |
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