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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED_RES | 2010-03-08 |
| CT | RA | APPROVED | 2004-10-25 |
Branch Locations
301 Tresser Blvd, Stamford, CT 06901 • United States
Ramsey, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 12/2001 | Present |
| Bank Of America, N.A. | Stamford | CT | 11/2014 | Present |
I*1673291, Entity Type: Fiduciary role, Name of OBA: A D Family 2024 Irrevocable Trust, Address: Ramsey, New Jersey 07446, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/18/2024, No Hours: 5, No Hours during trading: 0, Duties: Fiduciary role I*1708264, Entity Type: Fiduciary role, Name of OBA: A D Family 2024 Trust, Address: Ramsey, New Jersey 07445, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 01/25/2024, No Hours: 2, No Hours during trading: 0, Duties: Fiduciary role I*2575263, Entity Type: , Name of OBA: A D Trust, Address: Ramsey, New Jersey, 07446, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 06/16/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4137267, Entity Type: , Name of OBA: D N Trust, Address: bronx, New York, 10461, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/24/2026, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties: I*4137268, Entity Type: , Name of OBA: C N Trust, Address: Bronx, New York, 10461, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/24/2026, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-23 |
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