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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 | 2016-11-15 |
| CT | RA | APPROVED | 2016-06-03 |
Branch Locations
300 Broadhollow Rd, Melville, NY 11747 • United States
100 Federal St, Boston, MA 02110 • United States
Northport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Melville | NY | 10/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2009 | Present |
I*1705262Entity Type: N/AName of OBA: New York Bankers AssociationAddress:New York, NYInvestment Related:NoPosition, Title, Association:Board MemberEmployee Start Date:03/01/2024No Hours: 40 YearlyNo Hours during trading:30Duties:Serve as Board Member, representing Bank of America. This appointment will replace a vacated seat. I was asked to take the role. I*394053, Entity Type: Entity Charitable, Name of OBA: Long Island Cares, Address: Hauppague, New York, 11788, Investment Related: N, Position, Title, Association: ["Committee","Board Member"], Employee Start Date: 04/01/2015, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: I am on the executive, fundraising and real estate committees. Long Island Food Bank. Distributes food throughout Long Island through pantries and other services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-01 |
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