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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 1998-01-01 |
| TX | RA | APPROVED_RES | 1985-02-26 |
Branch Locations
2951 Centerville Rd, Wilmington, DE 19808 • United States
Wilmington, DE • United States
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 | Wilmington | DE | 06/1979 | Present |
| Bank Of America, N.A. | Wilmington | DE | 05/2011 | Present |
I*90913 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DESOLINA LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 6060 LIMESTONE ROAD, HOCKESSIN, DELAWARE 19707 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 12/31/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTING DECEASED MOTHERS HOUSE I*447054 For profit or not for profit: Entity For Profit Name of outside business organization: Desolina LLC Investment related: N Address of business: HOckessin, Delaware, 19707, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 12/31/2011 Number of hours devoted: 0.33 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Limited Partner, Renting deceased mothers house
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-02 |
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