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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
| WA | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bothell | WA | 11/2015 | Present |
Name of the other businessEstate of Kevin D. Crowley Whether the business is investment-relatedNo Address of the other business Minneapolis, MN 55408 Nature of the other businessEstate Your positionExecutor Title, or relationship with the other businessExecutor Start date of your relationship05/03/2021 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI am listed as Executor for my uncle's estate, but I am not currently serving in this capacity as he is still living
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-13 |
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