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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-25 |
| CT | RA | APPROVED | 2012-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilton | CT | 11/2010 | Present |
| Bank Of America, N.A. | Wilton | CT | 01/2013 | Present |
I*1426285For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Roanoke, Virginia, 24019, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/15/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*4676270 Entity Type: N/A Name of OBA: Bailiwick Woods Association Address: Greenwich, Connecticut, 6831 Investment Related: No Position, Title, Association: N/A Employee Start Date: 06/15/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: I was asked my home owners association president to be the vice president. Help with the HOA community I live in
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-02 |
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