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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 09/1993 | Present |
| Bank Of America, Na | Wellesley Hills | MA | 12/2009 | Present |
I*2009286, Entity Type Fiduciary, Name of OBA: Mrs E M F ttee C F ttee u/a DTD 3/30/2 Address: Fountain Hills, Arizona, 85268 Investment Related: yes Position, Title, Association: Trustee Employee Start Date: 28-Feb-2020 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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