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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-23 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
Wellesley, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | South Shore | MA | 09/1999 | Present |
| Bank Of America, Na | Boston | MA | 08/2009 | Present |
I*112280 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Home for Little Wanderers Investment related: N Address of business: Boston, Massachusetts 2135 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/15/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am on a committee to fundraise for a charitable event gala. The Home for Little Wanderers provides a seamless continuum of vital programs and services for every stage of child and family development. For more than 200 years, we ve earned a reputat
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-19 |
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