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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-17 |
| NY | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 02/2010 | 05/2025 |
| Bank Of America, N.A. | West Seneca | NY | 02/2010 | 05/2025 |
| J.P. Morgan Securities Llc | Pittsford | NY | 05/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 06/2025 | Present |
I*4820268, Entity Type: , Name of OBA: B P, Address: Depew, New York, 14043, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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