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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mountainside | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mountainside | NJ | 11/2016 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingston | NY | 08/2024 | Present |
| Bank Of America, N.A. | Kingston | NY | 09/2024 | Present |
ARTIST; NOT INV. RELATED; SOUTH ORANGE, NJ.; SELLING PAINTINGS; START DATE: 10/20/2017; 12 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: CREATE AND SELL ART AT ART SHOWS. I*2036264, Entity Type Fiduciary , Name of OBA: GM TRUST and AM TRUST Address: Rhinebeck, New York, 12572 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 07-Oct-2024 No Hours:1 yearly No Hours during trading: 1 yearly Duties: I*2039294, Entity Type Fiduciary, Name of OBA: GM Trust and AM Trust Address: Rhinebeck, New York, 12572 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 09-Oct-2024 No Hours: 1 yearly No Hours during trading: 1 yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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