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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 | 2015-08-14 |
| NJ | RA | APPROVED | 2006-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 02/2006 | Present |
| Bank Of America, N.A. | Batavia | NY | 07/2011 | Present |
I*905249For profit or not for profit: Entity CharitableName of outside business organization: Christian Central AcademyInvestment related: NAddress of business: Williamsville, New York, 14221Nature of business: ["School, College or University"]Position, title, association: ["Committee","Board Member"], [["Finance committee"]]Start date of relationship: 7/11/2022Number of hours devoted: 7 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: , Christian Central Academy is the private school my daughter goes to. I will be serving on the board along with 4-6 other members who help oversee the school and direct them operationally.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-13 |
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