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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-29 |
| VT | RA | APPROVED | 2001-08-28 |
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 | Burlington | VT | 02/2000 | Present |
| Bank Of America, N.A. | Burlington | VT | 07/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: FLETCHER ALLEN HEALTH CARE FOUNDATION BOARD ADDRESS OF BUSINESS: BURLINGTON, VT 05401 START DATE OF RELATIONSHIP: 09/03/2010 NUMBER OF HOURS DEVOTED PER MONTH: 50 ANNUALLY DUTIES: PARTICIPATE IN QUARTERLY BOARD MEETINGS AND FUNDRAISING EVENTS I*1057288 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Oro Valley, Arizona Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 I*2221276, Entity Type: , Name of OBA: A H. G Trust, Address: Charlotte, Vermont, 05445, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Feb-2025, No Hours: 10 Yearly, No Hours during Trading: 5 Yearly, Duties: I*2247261, Entity Type: , Name of OBA: A G Trust, Address: Charlotte, Vermont, 05445, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 18-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-21 |
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