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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 | 2013-01-07 |
| TX | RA | APPROVED_RES | 2012-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Binghamton | NY | 08/2005 | Present |
| Bank Of America, N.A. | Binghamton | NY | 06/2011 | Present |
NAME OF OUTSIDE BUSINESS ORGANIZATION: FAMILY TRUST ADDRESS OF BUSINESS: ENDICOTT, NY NATURE OF BUSINESS: TRUSTEE POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 12/13/2006 NUMBER OF HOURS DEVOTED: 0-10 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1-10 I*: 2587258 Entity Type: Fiduciary role Name of OBA: G. C G. TTEE U/A DTD 04/27/2001 C G. ET AL Address: Afton, NY 13730 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/20/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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