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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2003-07-17 |
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 | Boulder | CO | 07/2003 | Present |
| Bank Of America, N.A. | Boulder | CO | 06/2011 | Present |
TRUSTEE POPOVICH FAMILY TRUST CO-TRUSTEE IS MY COUSIN, MARY POPOVICH. APPOINTMENT WAS MADE BY COURT ORDER IN A NEW JERSEY JURISDICTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-28 |
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