Eric Scott Goodman

Current Employers

Employment History

• 09/2001 → 08/2019
  Citicorp Investment Services
  Huntington Station, NY
• 05/2007 → 08/2019
  Citigroup Global Markets Inc.
  Oceanside, NY
• 09/2019 → 04/2022
  Leumi Investment Services Inc.
  New York, NY
• 09/2019 → 04/2022
  Bank Leumi Usa
  New York, NY
• 04/2022 → 07/2023
  Valley Financial Management, Inc.
  New York, NY
• 04/2022 → 07/2023
  Valley National Bank
  New York, NY
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 09/2023 → Present
  Bank Of America, N.A.
  Great Neck, NY

Previous Registrations

• 2020-04-14 → 2023-07-18
  Valley Financial Management, Inc.
  New York, NY
  New York, NY
  Jericho, NY

Other Businesses

I*: 1422250Entity Type: FiduciaryName of OBA: L. S.Address: New York, New York, 10017Investment Related: NoPosition, Title, Association: Power of Attorney, TrusteeEmployee Start Date: 7/3/2023Number of Hours: 67 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney, Trustee for Non-immediate family memberI*, 2657268Entity Type: Name of OBA: L STUMER TTEE E S GOODMAN TTEE U/A DTD 06/20/2025Address: North Bellmore, New York 11710Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 07/21/2025No Hours: 80hrs per yearNo Hours during trading: 0 Duties: Trustee I*3536266 Entity Type: N/A Name of OBA: MLPF& S CUST FPO K G IRRA FBO K G Address: Boynton Beach, Florida, 33437 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/14/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-12
• S63 Uniform Securities Agent State Law Examination
  1999-11-16