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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2010-01-26 |
| CA | RA | APPROVED | 2008-09-11 |
| TX | RA | APPROVED | 2008-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aspen | CO | 07/2008 | Present |
| Bank Of America, N.A. | Aspen | CO | 04/2015 | Present |
I*3045284 Entity Type: N/A Name of OBA: Rental Property 1 Address:Snowmass Village Colorado Investment Related:No Position, Title, Association:Sole owner Start Date:12/19/2025 No Hours: 1 Weekly No Hours during trading:0 Weekly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-07 |
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