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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED_RES | 2017-02-09 |
| NH | RA | APPROVED | 1998-02-02 |
Branch Locations
63 S Main St, Hanover, NH 03755 • United States
Windsor, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Manchester | NH | 03/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hanover | NH | 03/1997 | Present |
| Bank Of America, Na | Hanover | NH | 12/2009 | Present |
I*1080265 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Windsor, Vermont, 05089 Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/18/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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