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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED_RES | 1991-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 11/1985 | Present |
| Bank Of America, N.A. | Garden City | NY | 05/2011 | Present |
I*3167293 Entity Type: Fiduciary role Name of OBA: A.AND S. D. Address: N. CHESTERFIELD, Virginia, 23236 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/17/2025 Number of Hours: 10, Yearly Number of Hours during trading: 1, Yearly Duties: Power of attorney/ Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-26 |
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