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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-22 |
| NC | RA | APPROVED | 2002-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Cary | NC | 08/2001 | Present |
| Bank Of America,N.A. | Cary | NC | 06/2011 | Present |
I*46000 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FRANK & MICHELLE BEANLAND INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1010 OCEAN DRIVE, EMERALD ISLE, NORTH CAROLINA 28594 NATURE OF BUSINESS: OTHER,2ND HOME POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 4/29/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL BEACH HOUSE I*1361271 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 10/1/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-28 |
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