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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 |
| CT | RA | APPROVED | 2017-02-22 |
| TX | RA | APPROVED_RES | 2011-06-27 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 10/2009 | Present |
| Bank Of America,N.A. | Syracuse | NY | 06/2011 | Present |
I*3304279Entity Type: Fiduciary roleName of OBA: S. Legacy TrustAddress: Amherst, NY 14228Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 07/13/2023Number of Hours: 0Number of Hours during trading: 0Duties: Trustee/Self, Spouse I*3304280Entity Type: Fiduciary roleName of OBA: S. Living TrustAddress: Amherst, NY 14228Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 07/13/2023Number of Hours: 0Number of Hours during trading: 0Duties: Trustee/Self, Spouse I*4845271, Entity Type: Entity Charitable, Name of OBA: American Heart Association, Address: Dallas, Texas, 75231, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 08/01/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Chair the committee to increase membership in the Circle of Red. Raising awareness about heart disease in women, raising funds for heart disease research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-20 |
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