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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2010-05-05 |
| CA | RA | APPROVED | 2010-04-27 |
| TX | RA | APPROVED | 2006-07-14 |
| FL | RA | APPROVED | 1983-05-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft. Lauderdale | FL | 11/1980 | Present |
| Bank Of America, N.A. | Weston | FL | 07/2011 | Present |
I*2257287, Entity Type: , Name of OBA: R K TTEE U/A DTD 12/23/2020 BY A R C ET AL , Address: Delray Beach , Florida, 33446, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 01-Apr-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-06 |
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