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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1983-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 11/1975 | Present |
| Bank Of America,N.A. | Fort Worth | TX | 06/2011 | Present |
I*4632268 Entity Type: N/A Name of OBA: MR M W B TTEE MRS J M B TTEE U/A DTD 11/07/2022 Address: Fort Worth, Texas, 76132 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/01/2024 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-12 |
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