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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| CT | RA | APPROVED | 2022-01-12 |
Branch Locations
185 Linden St, Wellesley, MA 02482 • United States
100 Federal St, Boston, MA 02110 • United States
342 Washington St, Wellesley, MA 02481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Watertown | MA | 08/2021 | Present |
| Bank Of America, N.A. | Waltham | MA | 04/2019 | 08/2021 |
| Bank Of America, N.A. | Watertown | MA | 09/2017 | 04/2019 |
| Umass Boston | Boston | MA | 09/2013 | 09/2017 |
| Bank Of America, N.A. | Watertown | MA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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