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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-28
TX RA APPROVED 2017-01-06
CT RA APPROVED 2016-09-15
  • FL RA
    APPROVED
    Since 2024-02-28
  • TX RA
    APPROVED
    Since 2017-01-06
  • CT RA
    APPROVED
    Since 2016-09-15

Branch Locations

1545 Iyannough Rd, Hyannis, MA 02601 • United States

Cape Coral, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 06/2016 Present
Bank Of America, N.A. Hyannis MA 11/2016 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-14
  • S66 Uniform Combined State Law Examination
    2016-09-14
Other Names
  • Carrie Lynn Woods
  • Carrie Woods
  • Carrie Lynn Strumski

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