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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-09 |
Branch Locations
2690 W Lucas Rd, Lucas, TX 75002 • United States
1011 W Mcdermott Dr, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2008 | Present |
| Bank Of America, N.A. | Plano | TX | 03/2008 | Present |
I*: 2635274 Entity Type: Fiduciary role Name of OBA: L. B. Trust Address: League City, TX 77573 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/29/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-08 |
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