Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2015-06-17
CT RA APPROVED 2015-06-12
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2015-06-17
  • CT RA
    APPROVED
    Since 2015-06-12

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 06/2015 Present
Bank Of America, N.A. Pittsford NY 08/2015 Present
Previous Registrations
Other Businesses

I*121064 For profit or not for profit: For-Profit Organization Name of outside business organization: JMBL Development, LLC Investment related: N Address of business: Rochester, New York 14610 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 3/8/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: We will buy, renovate and sell single family, residential property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-21
  • S66 Uniform Combined State Law Examination
    2004-10-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor