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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2015-04-01 |
| CT | RA | APPROVED | 2015-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2014 | Present |
| Bank Of America, N.A. | New York | NY | 05/2015 | Present |
I*888264For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: No Address of business: East Hampton, New York, 11937Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 6/17/2022Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0Duties: , I*1916290, Entity Type, Name of OBA: The E. B. Irrevocable Trust Address: E Atlantic Beach, New York, 11561 Investment Related: Position, Title, Association: Successor Trustee Employee Start Date: 7/9/2024 No Hours: 0 No Hours during trading: 0 Duties: Successor Trustee / Non-immediate Family
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-06 |
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