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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_RES | 2008-12-19 |
| CA | RA | APPROVED | 2008-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Clifton Park | NY | 12/2008 | Present |
| Bank Of America, N.A. | Clifton Park | NY | 01/2015 | Present |
I*861264 For profit or not for profit: Entity Charitable Name of outside business organization: Saratoga Springs Little League Investment related: N Address of business: Saratoga Springs, New York, 12866 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 5/31/2022 Number of hours devoted: 7 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , community youth baseball program - help to organize seasonal events. This includes concession stand scheduling, fundraising ideas, player registration, community involvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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