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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| NH | RA | APPROVED | 2024-09-13 |
Branch Locations
63 S Main St, Hanover, NH 03755 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brendel Financial Advisors Llc | Hanover | NH | 07/2018 | 05/2024 |
| Ledyard National Bank | Hanover | NH | 03/2013 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hanover | NH | 05/2024 | Present |
| Bank Of America, N.A. | Hanover | NH | 08/2024 | Present |
I*2126282, Entity Type Charitable, Name of OBA: Hanover Hockey Association Address: West Lebanon, New Hampshire, 03784 Investment Related: N Position, Title, Association: Board Member, Other Employee Start Date: 07/20/2021 No Hours: 1 MO No Hours during trading: 0 Duties: HHA is a non-profit youth hockey association and I'm the "Initiations Coordinator". My responsibility is to make sure there are enough coaches to run our program for 4 and 5 year olds. I*4623320 Entity Type: Entity Charitable Name of OBA: Montessori Children's School Address: Hanover, New Hampshire, 3755 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: The Montessori Children's School is a pre-school that also has kindergarten. General board member. Sounds like there are small subcommittees. I told them I will have nothing to do with money.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
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