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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 | 2005-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Great Neck | NY | 03/2005 | Present |
| Bank Of America, N.A. | Great Neck | NY | 05/2011 | Present |
I*2131264, Entity Type: Fiduciary, Name of OBA: J G H and L W, Address: Great Neck, New York, 11021, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 01-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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