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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-01 |
| SC | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cayce | SC | 05/2022 | Present |
| Bank Of America N.A. | Cayce | SC | 05/2022 | Present |
| Fox Sc Acquisitions Llc | Columbia | SC | 12/2020 | 05/2022 |
| Usps | Columbia | SC | 07/2020 | 11/2020 |
| Fox Sc Acquisitions Llc | Columbia | SC | 06/2013 | 05/2020 |
I*2886273 Entity Type: N/A Name of OBA: C.L.F JR Address:Bluffton South Carolina Investment Related:No Position, Title, Association:Successor Trustee Start Date:09/30/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Successor Trustee for Parents I*2886272 Entity Type: N/A Name of OBA: C.L.F JR Address:Bluffton South Carolina Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/30/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Power of Attorney for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-05 |
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