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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_RES | 2017-05-09 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch | Rochester | NY | 02/2000 | Present |
| Bank Of America, N.A. | Pittsford | NY | 07/2011 | Present |
I*3982277 Entity Type: N/A Name of OBA: Genesee Valley Club Address: Rochester, New York, 14607 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/12/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Private club Committee member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-01 |
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