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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1989-10-30 |
| TX | RA | APPROVED_RES | 1989-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/1989 | Present |
| Bank Of America,N.A. | Jacksonville | FL | 06/2011 | Present |
SUCCESSOR TRUSTEE, 12877 MEAD LANDING COURT, JACKSONVILLE, FL 32202 - INVESTMENT RLT'D - YES,HRS DEVOTED TO ACTIVITY - 1, HRS DURING TRADING - 1, DATE ACTIVITY BEGAN 04/05/12, POSITION - TRUSTEE, I AM SUCCESSOR TRUSTEE FOR MY UNCLE -- ACCOUNT IS CURRENTLY HERE AND WOULD REMAIN AT MERRILL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-04 |
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