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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| CT | RA | APPROVED | 2016-03-28 |
| TX | RA | APPROVED | 2016-03-24 |
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 | Jericho | NY | 03/2016 | Present |
| Bank Of America, N.A. | Jericho | NY | 04/2016 | Present |
I*2602 For profit or not for profit: Name of outside business organization: J GTrust Investment related: Address of business: Locuat Valley, New York 11560 Nature of business: , Position, title, association: , Start date of relationship: 10/27/1999 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: I*2227345, Entity Type: , Name of OBA: Rental Property 1, Address: Southampton, New York, 11968, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 07/01/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2267282, Entity Type: , Name of OBA: S G, Address: Locust Valley , New York, 11560, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 20-Jan-2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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