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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-21 |
| CT | RA | APPROVED | 2016-04-20 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2015 | Present |
| Bank Of America, N.A. | Boston | MA | 03/2019 | Present |
I*2805294, Entity Type: , Name of OBA: Rental Property 1, Address: Boston, Massachusetts, 02128, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 01-Oct-2025, No Hours: 0.5 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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