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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2012-01-12 |
| VI | RA | APPROVED | 2005-05-16 |
| TX | RA | APPROVED_RES | 1993-11-04 |
Branch Locations
1325 Franklin Ave, Garden City, NY 11530 • United States
Lecanto, FL • United States
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 | Garden City | NY | 01/1978 | Present |
| Bank Of America, N.A. | Garden City | NY | 08/2011 | Present |
JOSEPHINE SZTURMA LIVING TRUST, CO-TRUSTEE, 217 S. HARRISON ST. BEVERLY HILLS FL 34465, DUTIES: PROVIDE FINANCIAL ADVICE,IT IS INVESTMENT RELATED, 3 HOURS ANNUALLY, START DATE OF 11/10/00. JANE PETERS LIVING TRUST: CO-TRUSTEE, 5000 CARDEN BEACH UNIT 415 CHRISTIANSTED VI 00820, PROVIDE FINANCIAL ADVICE, START DATE OF 06/27/2003, INVESTMENT RELATED, NO TIME SPENT DURING TRADING HOURS, NO TIME SPENT AT ALL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-29 |
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