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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 | 1998-03-05 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New York | NY | 09/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 09/1997 | Present |
| Bank Of America,N.A. | Pittsford | NY | 06/2011 | Present |
I*29112 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE NATURE CONSERVANCY (CENTRAL AND WESTERN NY) INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1048 UNIVERSITY AVENUE 1751 PINNACLE DR. MCCLEAN, V 4245 NORTH FAIRFAX DR ARLINGTON VA 22203 ROCHESTER, NEW YORK 14607 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/16/2006 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: OFFICER DIRECTOR/BOARD MEMBER SUBCOMMITTEE MEMBER I AM A MEMBER OF THE FINANCE COMMITTEE AND LEAD THE STRATEGIC PLANNING COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-02 |
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