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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-31 |
Branch Locations
300 Broadhollow Rd, Melville, NY 11747 • United States
One Bryant Park, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Securities Inc. | New York | NY | 05/2001 | 11/2016 |
| J.P. Morgan Securities Llc | New York | NY | 10/2008 | 11/2016 |
| Citibank | New York | NY | 11/2016 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2024 | Present |
I*: 2069303 Entity Type: Charitable Organization Name of OBA: Carnegie Hill Neighbors Address: New York, New York, Investment Related: No Position, Title, Association: Board Member Employee Start Date:01-Sep-2018 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Board responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
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