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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-11-04 |
| CT | RA | APPROVED | 2013-10-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 10/2013 | Present |
| Bank Of America, N.A. | White Plains | NY | 01/2014 | Present |
I*469965For profit or not for profit: Entity GovernmentalName of outside business organization: Westchester County Board of ElectionsInvestment related: NAddress of business: White Plains, New York, 10601Nature of business: ["Political Organization"]Position, title, association: ["Other"], Start date of relationship: 11/30/2020Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 7Duties: Poll worker, Votingwork at election site on election day I*2930349, Entity Type: Entity For Profit, Name of OBA: GP Soup LLC, Address: Valhalla, New York, 10595, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 10/03/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: 1/2 owner of all properties, buy rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-23 |
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