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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
| NY | RA | APPROVED | 2021-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets | Commack | NY | 05/2012 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown | NY | 07/2021 | Present |
| Bank Of America, N.A. | Smithtown | NY | 08/2021 | Present |
I*515961 For profit or not for profit: Name of outside business organization: Koam Investment related: N Address of business: wantaugh, New York, 11793 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Employee"], Start date of relationship: 3/10/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , occasional administrative support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-19 |
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