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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 |
| TX | RA | APPROVED_RES | 2004-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 05/1989 | Present |
| Bank Of America, N.A. | Buffalo | NY | 07/2011 | Present |
I*2114317, Entity Type: Fiduciary, Name of OBA: MRS R W , Address: williamsville, New York, 14221, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Dec-2024, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties: I*3217299, Entity Type: Entity Charitable, Name of OBA: Jewish Federation of Buffalo, Address: Williamsville, New York, 14221, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 12/10/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: six board meetings a year and helping out the community, helps jewish organizations of Buffalo and around the world
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-29 |
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