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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-24 |
| VT | RA | APPROVED | 2020-12-11 |
| NJ | RA | APPROVED | 2020-11-30 |
| TX | RA | APPROVED | 2011-08-24 |
| CT | RA | APPROVED | 2010-01-19 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
Shamong, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2009 | Present |
| Bank Of America, N.A. | Boston | MA | 06/2015 | Present |
I*1795273, Entity Type:Entity Charitable, Name of OBA: Big Brothers Big Sisters of Eastern Massachusetts Address:Boston, MA 02110 Investment Related: No Position, Title, Association:Board Member Employee Start Date:4/25/2024 No Hours:3 hrs monthly No Hours during trading:1 Duties:Board of Advisors for Big Brothers Big Sisters of Eastern Massachusetts - providing mentorship to underprivileged youth I*2114324, Entity Type: Fiduciary, Name of OBA: K M TTEE U/A DTD 08/22/2024 BY K M , Address: MARSHFIELD, Massachusetts, 02050, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 03-Dec-2024, No Hours: 10 Yearly, No Hours during Trading: 10 Yearly, Duties: I*482110, Entity Type: Fiduciary, Name of OBA: K A, Address: MARSHFIELD, Massachusetts, 02050, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Sep-2009, No Hours: 10 Yearly, No Hours during Trading: 10 Yearly, Duties: I*4812267, Entity Type: , Name of OBA: L F A TTEE U/A DTD 06/24/1999 BY L F A, Address: POMPANO BEACH, Florida, 33062, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/06/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*4853268, Entity Type, Name of OBA: L A TTEE U/A DTD 03/03/2026 BY L A Address: POMPANO BEACH Florida 33062 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/09/2026 No Hours: 1 Weekly No Hours during trading: 1 Weekly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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