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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2015-11-23 |
| RI | RA | APPROVED | 2006-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 04/2000 | Present |
| Bank Of America, N.A. | Hyannis | MA | 07/2011 | Present |
I*885249For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Falmouth, Massachusetts, 02540Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: ,I*886244For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Falmouth, Massachusetts, 02540Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
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