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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| CT | RA | APPROVED | 2012-02-23 |
| TX | RA | APPROVED | 2012-02-23 |
Branch Locations
50 Route 111 Me - The Academy/Consumer Bnkg & Invest, Smithtown, NY 11787 • United States
Commack, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch , Pierece. Fenner And Smith, Inc | West Hempstead | NY | 12/2011 | Present |
I*2891282 Entity Type: School Name of OBA: St. Anthony's High School Address: Huntington St New York Investment Related: No Position, Title, Association: Committee Start Date:09/25/2025 No Hours: 2 Monthly No Hours during trading:0 Duties: Private High School on Long Island. On the committee for planning fundraising events. I*3658268 Entity Type: Fiduciary role Name of OBA: J. and S. P. Address: Commack, New York, 11725 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/13/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/ Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-09 |
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