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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 | 2013-06-04 |
| CT | RA | APPROVED | 2012-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratgoa Springs | NY | 06/2012 | Present |
| Bank Of America, N.A. | Saratoga Springs | NY | 10/2012 | Present |
I*70827FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JAMES COKERINVESTMENT RELATED: NADDRESS OF BUSINESS: SARATOGA SPRINGS, NEW YORK 12866NATURE OF BUSINESS: OTHER,SELFPOSITION, TITLE, ASSOCIATION: OTHER, SELFSTART DATE OF RELATIONSHIP: 3/25/2014NUMBER OF HOURS DEVOTED: 6 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MUSICAL PERFORMANCE WITH A LOCAL CHAMBER ORCHESTRA.I*105272FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ALBANY PRO MUSICAINVESTMENT RELATED: NADDRESS OF BUSINESS:TROY, NEW YORK 12180NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 5/2/2017NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MUSICIAN (DOUBLE BASS) WITH A CLASSICAL ORCHESTRA. I*3841288 Entity Type: N/A Name of OBA: M C Address: Halfmoon, New York, 12065 Investment Related: No Position, Title, Association: Employee Start Date: 02/25/2026 Number of Hours: 0, Monthly Number of Hours during trading: 0, Monthly Duties: POA for my Mother. None at present.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-20 |
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