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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_RES | 2010-10-27 |
| NJ | RA | APPROVED | 2004-08-02 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
Canandaigua, NY • United States
69 State St, Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 04/2004 | Present |
I*129462 For profit or not for profit: Non-Profit Organization Name of outside business organization: Shootout for Soldiers Investment related: N Address of business: Reisterstown, Maryland 21135 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/27/2020 Number of hours devoted: 40 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Sponsorship committee gathering sponsors for the event I*2149274, Entity Type Entity For Profit, Name of OBA: Page and Son Address: CanandaiguaNew York14424 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/13/2025 No Hours: 1 monthly No Hours during trading: 0 Duties:Lawn care and general maintenance of a property I*2149276, Entity Type: Fiduciary, Name of OBA: W P Sr , Address: Canandaigua, New York, 14421, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 13-Jan-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*2199399, Entity Type: , Name of OBA: W E P EXEC EST OF W E. P, Address: Canandaigua, New York, 14424, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 13-Feb-2025, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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