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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| NH | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 06/2017 | 11/2018 |
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2017 |
| University Of New Hampshire | Durham | NH | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Newton | MA | 10/2018 | 11/2018 |
| Columbia Threadneedle Investments | Boston | MA | 11/2018 | 08/2025 |
| Columbia Management Investment Advisers, Llc | Boston | MA | 11/2018 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portsmouth | NH | 08/2025 | Present |
| Bank Of America, N.A. | Portsmouth | NH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
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