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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-09 |
| NC | RA | APPROVED | 2021-02-22 |
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 |
|---|---|---|---|---|
| M&T Securities | Buffalo | NY | 08/2001 | 07/2017 |
| Hsbc Securities (Usa) Inc | Depew | NY | 07/2017 | 01/2018 |
| Kohls Department Store | E. Amherst | NY | 08/2016 | 05/2017 |
| Think Outside The Square | Buffalo | NY | 03/2017 | 05/2017 |
| Unemployed | Mooresville | NC | 01/2018 | 09/2018 |
| Woodbury Financial Services Inc | Huntersville | NC | 10/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mooresville | NC | 10/2019 | Present |
| Bank Of America, N.A. | Mooresville | NC | 10/2019 | Present |
I*2278275, Entity Type: , Name of OBA: M E. Z, Address: West Seneca, New York, 14224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 15-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-09 |
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