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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-05-13 |
| CT | RA | APPROVED | 2011-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 08/2010 | Present |
| Bank Of America, N.A. | Wellesley Hills | MA | 02/2015 | Present |
I*98619FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:QUINCY, MASSACHUSETTS 2169NATURE OF BUSINESS: OTHER, SELFPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/1/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY I*4584268, Entity Type: , Name of OBA: MLPF& S CUST FPO A F S IRA FBO A F S, Address: Woburn, Massachusetts, 01801, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/18/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-09 |
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