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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 10/2009 | Present |
| Bank Of America, Na | Pittsburgh | PA | 12/2009 | Present |
I*4287266 Entity Type: Fiduciary role Name of OBA: A. M. L. Address: Allen, Texas, 75013 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/23/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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