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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-30
  • NY RA
    APPROVED
    Since 2021-09-30

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States

510 E 96Th St Global Human Resources- The Academy, Indianapolis, IN 46240 • 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 Pittsford NY 02/2020 Present
Bank Of America Rohester NY 08/2011 02/2020
Other Businesses

I "984378",Name of OBA: Letchworth Concessions Inc,Address: Castile, New York,Investment Related: N,Position, Title, Association: ["Employee"],Employee Start Date: 4/1/2023,No Hours: 16, Weekly,No Hours during trading: 0,Duties: the entity runs the concessions and gift shops at Letchworth State Park in NY. I will be filling in for food prep as well as cashiering and stocking merchandise. I will have no access to bank or investment funds, but will have access to cash drawers for retail purposes. I*1673266 Entity Type: Entity Charitable Name of OBA: Avon Free Library Address: Avon, New York, 14414 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/06/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: The purpose of the board is to provide guidance on the operations and future projects of the library. I am a trustee on the board. I have no fiscal responsibility. I work with other board members to find ways to improve the library and increase patronage.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-30
  • S66 Uniform Combined State Law Examination
    2021-09-30
Other Names
  • Cheryl Lynn Hoffman
  • Cheryl Macpherson

View on SEC IAPD

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