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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-21 |
| MD | RA | APPROVED | 2005-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : | Towson | MD | 11/2005 | Present |
| Bank Of America,N.A. | Towson | MD | 06/2011 | Present |
I*2115287, Entity Type: Fiduciary, Name of OBA: H S, Address: Baltimore, Maryland, 21209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2115286, Entity Type: Fiduciary, Name of OBA: m s, Address: Baltimore, Maryland, 21209, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Dec-2024, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-14 |
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