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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1990-09-11 |
Branch Locations
5910 N Central Expy, Dallas, TX 75206 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/1990 | Present |
| Bank Of America, N.A. | Dallas | TX | 12/2009 | Present |
I*1832270Entity Type: N/AName of OBA: Dallas Country ClubAddress: N/AInvestment Related: NoPosition, Title, Association: N/AEmployee Start Date: N/ANo Hours: N/ANo Hours during trading: N/ADuties: Serve as a member of the finance committee. No access to funds or decision making regarding funds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-05 |
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