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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 | 2009-03-06 |
| NJ | RA | APPROVED | 2007-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 10/2007 | Present |
| Bank Of America,Na | Buffalo | NY | 10/2009 | Present |
I*: 2609289 Entity Type: For Profit Name of OBA: 52 Alpine Meadows LLC Address: Ellicotville, NY 14731 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: It is a rental property. Oversee reports from property manager. I*: 2609290 Entity Type: Charitable Name of OBA: Burchfield Penney Art Center Address: Buffalo, NY 14202 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/15/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Art Gallery. Board of Directors. Monthly meetings. Oversee organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
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