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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2013-02-01 |
| TX | RA | APPROVED_RES | 2010-03-11 |
| RI | RA | APPROVED | 2009-10-23 |
Branch Locations
27 Coogan Blvd, Mystic, CT 06355 • United States
One Bryant Park Division - Northeast, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mystic | CT | 10/2009 | Present |
| Bank Of America, N.A. | Mystic | CT | 03/2025 | Present |
I*786232 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Mystic, Connecticut, 06355 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/29/2022 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-29 |
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