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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 2010-10-27
NJ RA APPROVED 2004-08-02
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2010-10-27
  • NJ RA
    APPROVED
    Since 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

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 Rochester NY 04/2004 Present
Other Businesses

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:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2004-07-30
Other Names
  • William Page
  • Bill Page

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