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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2004-10-21 |
| TX | RA | APPROVED_RES | 1994-01-25 |
| AL | RA | APPROVED | 1993-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/1985 | Present |
| Bank Of America, N.A. | Atlanta | GA | 09/2009 | Present |
I*5015267, Entity Type, Name of OBA: MLPF& S CUST FPO C D S IRRA FBO C D S Address: Decatur Georgia 30033 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 No Hours: 5 Yearly No Hours during trading: 0 Duties: I*5014268, Entity Type, Name of OBA: MLPF& S CUST FPO C D S RRA FBO C D S Address: Decatur Georgia 30033 Investment Related: No Position, Title, Association: POA Employee Start Date: 07/20/2026 No Hours: 5 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-23 |
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