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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 | 2019-10-01 |
Branch Locations
474 Fulton St, Brooklyn, NY 11201 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2019 | Present |
| Unemployed | Remsenburg | NY | 07/2018 | 03/2019 |
| Laurel Road Bank | Darien | CT | 07/2017 | 06/2018 |
| Unemployed | Remsenburg | NY | 01/2017 | 07/2017 |
| People's United Bank | New York | NY | 07/2015 | 01/2017 |
I*: 2555262 Entity Type: Fiduciary role Name of OBA: J. A S. AND S. J S. Joint Address: Eastport, NY 11941 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 2/26/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for parents I*: 2555263 Entity Type: Fiduciary role Name of OBA: J. A S. AND S. J S. JTWROS Address: Eastport, NY 11941 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 2/26/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for parents I*: 2555265 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J. A S. IRRA FBO J. A S. Address: Eastport, NY 11941 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 2/26/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-01 |
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