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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| CT | RA | APPROVED | 2023-06-21 |
| RI | RA | APPROVED | 2009-10-23 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • United States
Seekonk, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 10/2009 | Present |
| Bank Of America, N.A. | Lincoln | RI | 03/2014 | Present |
I*137696For profit or not for profit: For-Profit Organization Name of outside business organization: Country Club Landscaping and Paving Investment related: No Address of business: Seekonk, Massachusetts 02771Nature of business: S-Corp, Position, title, association: Part-Time, Start date of relationship: 5/8/2021Number of hours devoted: 400 hours Annually Number of hours devoted during trading hours: 0 Duties: Truck Driver and laborer for landscaping and paving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
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