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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-12 |
| CA | RA | APPROVED | 2018-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 09/2015 | Present |
| Bank Of America, N.A. | Portland | OR | 09/2015 | Present |
I*3568268, Entity Type: , Name of OBA: H Family Trust, Address: irvine, California, 92618, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 01/01/2017, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
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