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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-10 |
| TX | RA | APPROVED_RES | 2006-07-18 |
| CT | RA | APPROVED | 2006-03-08 |
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 | New York | NY | 03/2006 | Present |
| Bank Of America, Na | Glastonbury | CT | 09/2009 | Present |
I*: 2929371 Entity Type: Fiduciary role Name of OBA: m. o. Address: Delray, FL 33446 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/01/2025 Number of Hours: 1o hrs mthly Number of Hours during trading: 5 hrs mthly Duties: Power of Attorney/ Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-25 |
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