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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-14 |
| CT | RA | APPROVED | 2004-04-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 01/2004 | Present |
| Bank Of America,N.A. | Wellesley Hills | MA | 06/2011 | Present |
I*6509For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: Address of business:Boston, Massachusetts 2118Compensation for Activity: Position, title, association: , Start date of relationship: 7/1/2018Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0Duties: I*4583298 Entity Type: Entity For Profit Name of OBA: Best Nest LLC Address: Hingham, Massachusetts, 2043 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/27/2026 Number of Hours: 25, Monthly Number of Hours during trading: 0, Monthly Duties: LLC for our already existing Waltham St Rental property Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-28 |
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