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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-12-03 |
| TX | RA | APPROVED_RES | 1999-09-28 |
| CT | RA | APPROVED | 1991-05-07 |
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 | Hartford | CT | 09/1988 | Present |
| Bank Of America, N.A. | Hartford | CT | 11/2009 | Present |
I*: 3011266 Entity Type: For Profit Name of OBA: The Bonita Brew Crew LLC Address: Bonita Springs, FL 34134 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/01/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Managing Partner of LLC which hold the home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-02 |
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