Ann Marie Treiling

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2018-08-13
CT	RA	APPROVED	2018-07-09

NY RA
APPROVED

Since 2021-04-19
TX RA
APPROVED

Since 2018-08-13
CT RA
APPROVED

Since 2018-07-09

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • United States

Brewster, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	White Plains	NY	02/2014	Present
Bank Of America, N.A.	White Plains	NY	02/2014	Present

02/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY
02/2014 → Present

Bank Of America, N.A.

White Plains, NY

Other Businesses

I*4048265, Entity Type: , Name of OBA: The C and A R Irrevocable Trust, Address: Southington, Connecticut, 06489, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-06

S66 Uniform Combined State Law Examination

2018-07-06

Other Names

Annmarie Rodriguez

View on SEC IAPD