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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-12-09 |
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 : 7691 | Del Ray | FL | 12/2008 | Present |
| Bank Of America,Na | Delray Beach | FL | 12/2009 | Present |
I*3453271, Entity Type: , Name of OBA: g r, Address: boynton beach, Florida, 33436, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/06/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-06 |
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