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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley | MA | 08/1997 | Present |
| Bank Of America,N.A. | Wellesley Hills | MA | 06/2011 | Present |
I*32403 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WISDOM PUBLICATIONS INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOMERVILLE, MASSACHUSETTS 2144 NATURE OF BUSINESS: OTHER,ROYALTY INCOME POSITION, TITLE, ASSOCIATION: OTHER, NOT APPLICABLE START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDUAL INCOME STREAM I*105586 For profit or not for profit: For-Profit Organization Name of outside business organization: Jane McLaughlin-Dobisz Investment related: N Address of business: Waltham, Massachusetts 2453 Nature of business: Sole Proprietorship, Position, title, association: Owner, Start date of relationship: 5/10/2017 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Teaching meditation on occasion by invitation from high schools, colleges, yoga centers, and meditation centers I*117779 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lion's Roar Magazine Investment related: N Address of business: Nova Scotia, Nova Scotia 0 Nature of business: Charitable Organization,Position, title, association: Other, one time magazine article Start date of relationship: 11/15/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I have been asked to write an article about solitude for this Buddhist magazine. I am a published author who has written on the topic before. This has nothing to do with money or investing. I*7525 For profit or not for profit: Name of outside business organization: The Edelstein Family Trust Investment related: Address of business: Waltham, Massachusetts 2453 Nature of business: , Position, title, association: , Start date of relationship: 8/30/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties:. I*443308, Entity Type: Entity Charitable, Name of OBA: Tricycle Magazine, Address: New York, New York 10003, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/21/2018, No Hours: 2, No Hours during trading: 2, Duties: I will be filmed for a short online meditation instruction class (I teach meditation)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-03 |
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