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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2009-06-19 |
| NJ | RA | APPROVED | 2002-10-23 |
Branch Locations
225 Liberty St, New York, NY 10281 • United States
1415 Hooper Ave, Toms River, NJ 08753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/1997 | Present |
| Bank Of America, N.A. | New York | NY | 06/2014 | Present |
I*2236283, Entity Type: Fiduciary role Name of OBA: R M S SR AND P A S JTWROS , Address: Manchester, New Jersey, 08759, Investment Related: No, Position, Title, Association: Power of Attorney, Employee State Date: 12-Mar-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Power of Attorney for parents I*: 2697264 Entity Type: Fiduciary role Name of OBA: K. D H. Address: Bayville, NJ 08721 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/21/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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