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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-28 |
Branch Locations
75 S Clinton Ave, Rochester, NY 14604 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 12/2013 | Present |
| Bank Of America, N.A. | Rochester | NY | 12/2013 | Present |
I*2189274, Entity Type: Entity Charitable, Name of OBA: The Center for Teen Empowerment, Address: Rochester, NY, 14611, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 03/01/2025, No Hours: 25 Yearly, No Hours during Trading: 3 Yearly, Duties: The Advisory Board assists in ensuring the long-term sustainability and growth of the Center for Teen Empowerment (TE) in Rochester, NY. Responsibilities include: Attending Advisory Board meetings held 6-8 times per year; attend a retreat and orientation as needed. Being responsive to calls and emails from TE staff between meetings regarding specific information or assistance; serving as a thought partner. Acting as a program ambassador and advocate for TE in the Rochester community by: Increasing awareness of TE's mission and effectiveness; holding TE staff accountable Identifying opportunities for funding and collaborations; assisting with asks where appropriate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-25 |
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