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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2015-06-16 |
| TX | RA | APPROVED | 2015-06-16 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2015 | Present |
| Bank Of America, N.A. | Boston | MA | 07/2015 | Present |
I*8210 For profit or not for profit: Name of outside business organization: N/A Investment related: Address of business: Southington, Connecticut 06489 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-06 |
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