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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-06-10 |
| OH | RA | APPROVED | 1999-06-28 |
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 | Columbus | OH | 12/1990 | Present |
| Bank Of America, Na | Columbus | OH | 05/2010 | Present |
I*3496275, Entity Type: , Name of OBA: MLPF& S CUST FPO B A K IRA FBO B A K, Address: Dunwoody, Georgia, 30338, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/09/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3496276, Entity Type: , Name of OBA: B A K TOD BENEFICIARIES ON FILE , Address: Dunwoody, Georgia, 30338, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/09/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
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