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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 |
| CT | RA | APPROVED | 2011-04-28 |
| TX | RA | APPROVED_RES | 2005-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc | Albany | NY | 01/2002 | Present |
| Bank Of America, Na | Albany | NY | 09/2009 | Present |
I*3138274Entity Type: N/AName of OBA:S L Address:Loudonville New YorkInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:01/08/2024No Hours: 0 YearlyNo Hours during trading:0 YearlyDuties:Power of Attorney for Parents I*3139270Entity Type: N/AName of OBA: T BAddress: Rensselaer, New York, 12144Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 08/05/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Power of Attorney for Aunt I*4775283, Entity Type: , Name of OBA: Rental Property - 29-Jun-26 - 1, Address: Bristol, Virginia, 24201, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/30/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4772298, Entity Type: , Name of OBA: Rental Property - 29-Jun-26 - 1, Address: Rensselaer, New York, 12144, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 06/30/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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