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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 | 2009-04-08 |
| CT | RA | APPROVED | 2008-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | White Plains | NY | 05/2012 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 03/2012 | Present |
I*2108282, Entity Type: Fiduciary, Name of OBA: C G, Address: Ridgefield, Connecticut, 06877, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 26-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: POA/ Spouse I*3982267 Entity Type: For Profit Name of OBA: XXX Connecticut Ave LLC Address: Norwalk, Connecticut, 6850 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/16/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: LLC for my mother's rental property. She is getting older and wanted help managing payments and checks for checking account of LLC for property. Just help mother if she is unable to manage herself. This is more of a backup roll in case she is unavailable for whatever reason.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-19 |
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