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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-11-22 |
| FL | RA | APPROVED | 1983-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 09/1978 | Present |
| Bank Of America, Na | Vero Beach | FL | 01/2025 | Present |
I*2187327, Entity Type: , Name of OBA: C C B irrevocable trust U/A 01/05/2012, Address: Vero Beach, Florida, 32963, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 23-Jan-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3371265, Entity Type, Name of OBA: D W B Trust Address: Vero BeachFlorida32963 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/23/2025 No Hours: 20 Yearly No Hours during trading: 0 Duties: I*3371266, Entity Type, Name of OBA: L R B Address:Vero BeachFlorida32963 Investment Related:No Position, Title, Association: Trustee Employee Start Date: 12/23/2025No Hours: 20 yearly No Hours during trading: 0 Duties: I*3371267, Entity Type, Name of OBA: D W B GSTAddress: Vero BeachFlorida32963 Investment Related: NoPosition, Title, Association: Trustee Employee Start Date: 12/23/2025No Hours: 20 yearly No Hours during trading: 0 Duties: I*3470274, Entity Type: , Name of OBA: D W B DCSD TTEE U/A 6/30/2000 by E L B, Address: Vero Beach, Florida, 32963, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 01/07/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-17 |
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