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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| NH | RA | APPROVED | 2024-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 03/2024 | Present |
| Nuspire | Commerce | MI | 01/2022 | 03/2024 |
| Raynor Door Authority Of New England | Manchester | NH | 11/2020 | 12/2021 |
| Federal Deposit Insurance Corporation (Fdic) | Foxborough | MA | 05/2018 | 11/2020 |
| Ave Maria University | Ave Maria | FL | 09/2017 | 05/2018 |
| Glenwood Investment Group, Llc | Manchester | NH | 05/2017 | 08/2017 |
| Ave Maria University | Ave Maria | FL | 09/2016 | 05/2017 |
| Bank Of America N.A. | Manchester | NH | 05/2024 | Present |
I*3756279 Entity Type: N/A Name of OBA: H Family Foundation Address: Boston, Massachusetts, 2108 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 02/16/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Aunt, Uncle
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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