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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-28 |
| TX | RA | APPROVED | 2017-01-06 |
| CT | RA | APPROVED | 2016-09-15 |
Branch Locations
1545 Iyannough Rd, Hyannis, MA 02601 • United States
Cape Coral, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 06/2016 | Present |
| Bank Of America, N.A. | Hyannis | MA | 11/2016 | Present |
I*96426 For profit or not for profit: For-Profit Organization Name of outside business organization: Strumski and Woods, LLC Investment related: N Address of business: barnstable, Massachusetts 2630 Nature of business: LLC, Position, title, association: Other, member Start date of relationship: 1/5/2011 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: None. I*96424 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BARNSTABLE HOUSE, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3010 MAIN STREET, BARNSTABLE, MASSACHUSETTS 2630 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, MEMBER START DATE OF RELATIONSHIP: 40883 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMMERCIAL REAL ESTATE. I HAVE NO RESPONSIBILITIES OTHER THAN DEPOSITING RENTS. I*98975 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNITED WAY CAPE COD INVESTMENT RELATED: N ADDRESS OF BUSINESS: HYANNIS, MASSACHUSETTS 2601 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 10/1/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: I SERVE ON THE FINANCIAL STABILITY COMMITTEE FOR THE UNITED WAY OF CAPE COD. OUR ROLE IS TO EVALUATE VARIOUS CHARITIES WHO BRING FINANCIAL STABILITY TO CAPE COD FAMILIES IN NEED AND DETERMINE THE AMOUNT OF FINANCIAL AWARD THEY SHOULD RECEIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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