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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2010-01-14 |
| TX | RA | APPROVED_RES | 1998-04-08 |
| DC | RA | APPROVED | 1994-02-16 |
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 | Bethesda | MD | 10/1981 | Present |
| Bank Of America, N.A. | Bethesda | MD | 12/2009 | Present |
I*3302266 Entity Type: Fiduciary Role Name of OBA: B. A. T. Address: Keene, NH 3431 Investment Related: No Position, Title, Association: Executor Employee Start Date: 12/20/2025 Number of Hours: 30, Monthly Number of Hours during trading: 0 Duties: Executor/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-30 |
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