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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1986-03-27 |
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 | Naples | FL | 01/1984 | Present |
| Bank Of America, N.A. | New York | NY | 05/2011 | Present |
I*2229257, Entity Type: , Name of OBA: MLPF& S C/F J R IRA FBO J R, Address: Golden Valley , Minnesota, 55422, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05-Mar-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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