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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2014-05-27 |
| TX | RA | APPROVED_RES | 1995-10-23 |
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 | Kingston | NY | 10/1981 | Present |
| Bank Of America, N.A. | Kingston | NY | 05/2011 | Present |
I*4588306 Entity Type: N/A Name of OBA: national christian foundation Address: Alpharetta, Georgia, 30009 Investment Related: No Position, Title, Association: N/A Employee Start Date: 06/10/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: DAF DONATE PERSONALLY OWNED ASSETS AND DIRECT CONTRIBUTIONS TO CHARITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-05 |
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