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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2016-12-14 |
| CT | RA | APPROVED | 2016-10-14 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 07/2016 | Present |
| Bank Of America, N.A. | Pittsford | NY | 09/2016 | Present |
I*369827 For profit or not for profit: Entity For Profit Name of outside business organization: Serial Design Investment related: N Address of business: Victor, New York, 14564 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 11/1/2019 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Custom woodworking and 3D-Printed pieces made by me and my wife, for sale at craft fairs. I will design, manufacture and sell items. Licensing and royalty arrangements of intellectual property from creations I've made through these activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
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