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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1996-12-23 |
| FL | RA | APPROVED | 1987-08-10 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ft Lauderdale | FL | 07/1987 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 05/2011 | Present |
BUSINESS OR ACTIVITY NAME: C A O IRA FOR PROFIT OR NOT FOR PROFIT: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] NOT FOR PROFITINVESTMENT RELATED: (YES OR NO) *[O'LEARY, MARK (FORT LAUDERDALE, FL LW)] YES, I AM POWER OF ATTORNEY ON MY WIFE'S IRA ACCOUNT ADDRESS OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] BOCA RATON,FL 33428NATURE OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] MY WIFE'S MERRILL LYNCH IRA ACCOUNTYOUR POSITION, TITLE, ASSOCIATION: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] POWER OF ATTORNEY FOR MY WIFE'S IRA ACCOUNTSTART DATE OF RELATIONSHIP: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 01/23/2004NUMBER OF HOURS DEVOTED PER MONTH: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] LESS THAN ONE HOURNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 0YOUR DUTIES: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] I HAVE POWER OF ATTORNEY ON MY WIFE C'S MERRILL LYNCH IRA ACCOUNT. I*4350271, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO S T O RRA FBO S T O, Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Duties: Power of Attorney/Child/Grandchild I*5108268 Entity Type: Fiduciary role Name of OBA: S. T. O. Address: Boca Raton, FL 33428 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild I*5454268, Entity Type: , Name of OBA: P M O TOD BENEFICIARIES ON FILE , Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/18/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-31 |
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