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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-15 |
| MD | RA | APPROVED | 2003-05-08 |
| TX | RA | APPROVED_RES | 1988-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/1982 | Present |
| Bank Of America, N.A. | Hingham | MA | 07/2011 | Present |
I*2229259, Entity Type: , Name of OBA: T L S ADMIN EST OF ESTATE C F, Address: HINGHAM, Massachusetts, 02043, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 05-Mar-2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: Administrator for spouse I*: 2504258 Entity Type: Fiduciary role Name of OBA: K. S. Address: HINGHAM, MA 02043 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/26/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for step daughter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-18 |
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