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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2009-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Incorporated | Melville | NY | 11/2009 | Present |
| Bank Of America, N.A. | Greenwich | CT | 12/2009 | Present |
I*505913 For profit or not for profit: Entity For Profit Name of outside business organization: 59-61 Lakeview, LLC Investment related: N Address of business: New Canaan, Connecticut, 06840 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 7/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , My wife and I are Managers of a rental property, 59-61 Lakeview LLC, which is owned by the Mark B. Silverman Revocable Trust dated May 17, 2013. It consists of 2 single-family homes with a common wall on a single property of .43 acres in New SYD & JAN M SILVERMAN FOUNDATION, INC. P.O. BOX 1502, PENNINGTON, NH 08534; COMENCE DATE 05/01/2012; 4 HRS MTHLY, NONE DURING TRADING HRS; PRIVATE FOUNDATION WHICH PROVIDS GRANTS TO CHARITABLE ORGANIZATIONS THAT THE BOARD DIRECTS. FATHER IS CURRENTLY PRESIDENT & SIGNER, ADDED ME AS A 2ND SOLOG SIGNATORY ON ACCOUTN. I*87673 For profit or not for profit: For-Profit Organization Name of outside business organization: Allard Partners LP Investment related: Y Address of business: New Canaan, Connecticut 6840 Nature of business: Limited Partnership, Position, title, association: General Partner, Start date of relationship: 9/1/2015 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: It is a "fund of funds" Limited Partnership. I was requested by a majority of the LPs to take over as Managing GP, for no remuneration, to act as the administrator and oversee the partnership's remaining 2 investments through liquidation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-28 |
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