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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| CT | RA | APPROVED | 2023-08-21 |
| VT | RA | APPROVED | 2009-12-15 |
Branch Locations
1545 Iyannough Rd, Hyannis, MA 02601 • United States
Vineyard Haven, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Burlington | VT | 10/2009 | Present |
| Bank Of America, Na | Burlington | VT | 12/2009 | Present |
I*98089 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MV BOYS AND GIRLS CLUB INVESTMENT RELATED: N ADDRESS OF BUSINESS: EDGARTOWN, MASSACHUSETTS 2539 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/1/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ON BOARD OF DIRECTORS FOR LOCAL BOYS AND GIRLS CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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