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Account
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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 |
| TX | RA | APPROVED | 2004-11-12 |
| NJ | RA | APPROVED | 2004-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 01/2005 | Present |
| Bank Of America, N.A. | Albany | NY | 06/2011 | Present |
I*118519 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Edward and Teresa Nolan Family Foundation Inc Investment related: N Address of business: Westhampton, New York 11977 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/24/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Purpose of the entity is charitable gifting. My responsibilities will be choosing with the other Directors which charities the entity should donate to.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
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