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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-29 |
| NY | RA | APPROVED | 2021-04-19 |
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 | White Plains | NY | 05/1990 | Present |
| Bank Of America, N.A. | White Plains | NY | 06/2011 | Present |
I*4584286, Entity Type: , Name of OBA: MLPF& S CUST FPO M A B RRA FBO M A B, Address: Mt Kisco, New York, 10549, Investment Related: N, Position, Title, Association: POA, Employee Start Date: 05/18/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-06 |
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