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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-15 |
| TX | RA | APPROVED_RES | 2013-02-07 |
| NJ | RA | APPROVED | 2010-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2006 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Vienna | VA | 06/2021 | Present |
| Bank Of America, N.A. | Vienna | VA | 06/2021 | Present |
I*2026369, Entity Type Fiduciary, Name of OBA: JAM Address: Webster, New York, 14580 Investment Related: No Position, Title, Association: Executor, Power of Attorney Employee Start Date: 01-Oct-2024 No Hours: 1 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-08 |
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