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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-25 |
| NJ | RA | APPROVED | 2011-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 02/2011 | Present |
| Bank Of America Na | Paramus | NJ | 06/2011 | Present |
I*: 2481282 Entity Type: Fiduciary role Name of OBA: M. T R. RLT ua 12/19/05 Address: Naples, FL 34113 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 5/21/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee for Child I*: 2482271 Entity Type: Fiduciary role Name of OBA: R. Family Trust ua M. RLT 12/19/05 Address: Naples, FL 34113 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 5/21/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 1 hr annually Duties: Co-Trustee for child
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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