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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 | 2017-02-13 |
| CT | RA | APPROVED | 2011-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 09/2009 | Present |
| Bank Of America, N.A. | Clifton Park | NY | 10/2011 | Present |
I*: 2272292 Entity Type: Charitable Name of OBA: CharitableThe Sara Marie School Address: Clifton Park, NY 12065 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 6/2/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Board of a local preschool The board provides input, such as location planning and fundraising for the preschool school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-19 |
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