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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-04 |
| NH | RA | APPROVED | 2011-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 08/2011 | Present |
| Bank Of America, N.A. | Manchester | NH | 01/2012 | Present |
I*2154293, Entity Type: Entity Charitable, Name of OBA: Concord Hospital Trust, Address: Concord, New Hampshire, 03301, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/01/2025, No Hours: 20 Monthly, No Hours during Trading: 0 Monthly, Duties: The Concord Hospital Trust is the philanthropic arm of Concord Hospital; securing and distributing charitable gifts in accordance with donors' intents to support the Hospital's mission of meeting the health needs of individuals within the communities it serves. I will attend bi-monthly meetings, review charitable gifting and stewardship policies. I*3826267, Entity Type: Fiduciary Role , Name of OBA: D L S TTEE U/A DTD 11/14/2014 BY R H S ET AL , Address: Hopkinton, New Hampshire, 03229, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 02/23/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
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