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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-01-22 |
| NJ | RA | APPROVED | 2004-05-19 |
| TX | RA | APPROVED_RES | 2001-02-22 |
Branch Locations
1123 Military Cutoff Rd, Wilmington, NC 28405 • 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 | Red Bank | NJ | 10/1998 | Present |
| Bank Of America, N.A. | Wilmington | NC | 05/2011 | Present |
I*1656266, Entity Type: Fiduciary role, Name of OBA: Hildegard Wegner IRR T/U/A dtd 7/15/2013, Address: Wilmington,North Carolina 28405, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 01/05/2024, No Hours: 5, No Hours during trading: 5, Duties: Trustee I*3470324 Entity Type: N/A Name of OBA: L E. E TTEE UA dtd 09/08/2011 Address: West Townshend, Vermont, 5359 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/30/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Niece
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-22 |
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