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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-25 |
| CT | RA | APPROVED | 2022-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 12/2014 | Present |
the name of the other business; Central Barber Shopwhether the business is investment-related; No, not investment relatedthe address of the other business; Dover, NH 03820the nature of the other business; Barber Shopyour position; Part Ownertitle, or relationship with the other business; It is in a Trust that I am Trustee and Beneficiarythe start date of your relationship; 03/09/2013the approximate number of hours/month you devote to the other business; 0 - my brother the other trustee handles the businessthe number of hours you devote to the other business during securities trading hours; 0and briefly describe your duties relating to the other business; None, my brother handles all issues with the business the name of the other business; George Frangos Living Trustwhether the business is investment-related; Nothe address of the other business; Charlestown, MA 02129the nature of the other business; Trust Accountyour position; Co-Trusteetitle, or relationship with the other business; Trusteethe start date of your relationship; 03/13/2009the approximate number of hours/month you devote to the other business; 0the number of hours you devote to the other business during securities trading hours; 0and briefly describe your duties relating to the other business; None I*3070264 Entity Type: N/A Name of OBA:The A.S. Irrevocable Trust Address:Medfield Massachusetts Investment Related:No Position, Title, Association:Trustee Start Date:04/25/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Trustee for Aunt
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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