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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 | 2009-08-11 |
| NJ | RA | APPROVED | 2003-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bohemia | NY | 05/2000 | Present |
| Bank Of America, N.A. | Bohemia | NY | 08/2014 | Present |
I*2351259, Entity Type: , Name of OBA: M D Family Trust, Address: N. Bellmore, New York, 11751, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 11-Apr-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2351260, Entity Type: , Name of OBA: M D, Address: N Bellmore, New York, 11751, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11-Apr-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-03 |
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