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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Boston | MA | 08/2015 | 07/2017 |
| Citizens Bank | Boston | MA | 08/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 08/2017 | Present |
| Bank Of America, N.A. | Boulder | CO | 08/2017 | Present |
I*2540281, Entity Type: , Name of OBA: P B, Address: Niantic, Connecticut, 06357, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4130266, Entity Type: , Name of OBA: The P J B and L B B Irrevocable Trust , Address: Niantic, Connecticut, 06357, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 02/11/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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