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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1990-01-23 |
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 | Sun City | AZ | 05/1988 | Present |
| Bank Of America, N.A. | Sun City | AZ | 08/2017 | Present |
I*2615271, Entity Type: , Name of OBA: K G, Address: Windsor, Colorado, 80550, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/11/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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