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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-12 |
| SC | RA | APPROVED | 2018-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 11/2012 | Present |
| Bank Of America, N.A. | Columbia | SC | 11/2012 | Present |
I*494809 Entity Type: Fiduciary role Name of OBA: L. D. T. Address: Lexington, South Carolina, 29072 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/29/2021 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*505884 Entity Type: Fiduciary role Name of OBA: L. D. T. Address: Lexington, South Carolina, 29072 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/29/2021 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
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