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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-11-02 |
| CT | RA | APPROVED | 2007-11-30 |
| TX | RA | APPROVED_RES | 2002-07-23 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
Melvin Village, NH • United States
118 Storrs St, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc | Boston | MA | 07/2002 | Present |
| Bank Of America, N.A. | Boston | MA | 07/2011 | Present |
I*71104 FOR PROFIT OR NOT FOR PROFIT: FOR/PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DINAND REAL ESTATE ASSOCIATES INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEEDHAM MA 02494 NATURE OF BUSINESS: LIMITED PARTNERSHIP POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 7/31/2014 NUMBER OF HOURS DEVOTED: 2 QUARTERLY HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: A REAL ESTE LIMITED PARTNERSHIP. I WILL BE A LP I*2057265, Entity Type Fiduciary, Name of OBA: JCM Revocable Trust Address: Moultonborough, New Hampshire, 03254 Investment Related: Yes Position, Title, Association: Co/Trustee Employee Start Date: 21/Oct/2024 No Hours: 0 No Hours during trading: 0 Duties: I*2070293, Entity Type Fiduciary, Name of OBA: J C M TTEE U/A DTD 09/28/2021 Address: Moultonborough, New Hampshire, 02354 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 31-Oct-2024No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: I*2165259, Entity Type: , Name of OBA: J C M Irrevocable Trust, Address: Moultonborough, New Hampshire, 03850, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 14-Jan-2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2166257, Entity Type: , Name of OBA: j m Irrev Trust 12/2024, Address: moultonborough, New Hampshire, 03850, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 15-Jan-2025, No Hours: 3 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2175269, Entity Type: , Name of OBA: G L M TTEE J. C C TTEE , Address: Moultonborough, New Hampshire, 03254, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 23-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-18 |
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