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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 | 2016-05-27 |
| CT | RA | APPROVED | 2016-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 08/2015 | Present |
| Bank Of America, N.A. | Syracuse | NY | 03/2019 | Present |
I*457464 For profit or not for profit: Entity For Profit Name of outside business organization: TRUE NORTH PROPERTY MANAGEMENT LLC Investment related: N Address of business: Baldwinsville, New York, 13027 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 12/21/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member, Real estate LLC to buy properties and either sell or use for income. LLC with friend who is non client we will be looking to buy real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
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