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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-11 |
| VT | RA | APPROVED | 2020-10-23 |
| TX | RA | APPROVED_RES | 2013-03-05 |
Branch Locations
45 William St, Wellesley Hills, MA 02481 • United States
Quechee, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Newton | MA | 06/2010 | Present |
| Bank Of America,Na | Newton | MA | 12/2010 | Present |
I*828265 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Quechee, Vermont, 05059 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/1/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-16 |
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