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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-15 |
| CT | RA | APPROVED | 2009-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 10/2009 | Present |
| Bank Of America, N.A. | Newton | MA | 02/2015 | Present |
I*103353FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PROMOTER LINEINVESTMENT RELATED: NADDRESS OF BUSINESS:COLLEYVILLE, TEXAS 76034NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: OTHER, CHARITY BIKE RACE SUPPORTSTART DATE OF RELATIONSHIP: 3/13/2017NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ASSIST THE COMPANY WITH THE LOGISTICS SURROUNDING CHARITY BIKE RIDES. EXAMPLE: SET UP A REST STOP I*4562268 Entity Type: Fiduciary Role Name of OBA: M A. S 2026 Irrevocable Trust Address: Sherborn, Massachusetts, 1770 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/13/2026 Number of Hours: 5, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*4589268 Entity Type: Fiduciary role Name of OBA: A. F W. TTEE U/A DTD 04/24/2026 BY M.T A. S. Address: Massachusetts, 01770 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/19/2026 Number of Hours: 5, Yearly Number of Hours during trading: 2, Yearly Duties: Trustee/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-12 |
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