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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2005-03-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 01/2005 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 05/2011 | Present |
I*93977 For profit or not for profit: For-Profit Organization Name of outside business organization: Vicki Staebler - Oil Painting Investment related: N Address of business: Concord, Massachusetts 1742 Nature of business: Other,Hobby as a sole proprietor Position, title, association: Owner, Start date of relationship: 6/1/2016 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Representational oil painting I*128451 For profit or not for profit: Non-Profit Organization Name of outside business organization: Pro-Choice Massachusetts Foundation Investment related: Y Address of business: Boston, Massachusetts 02108 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 12/20/2019 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Member of the Investment Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-04 |
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