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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-26 |
| TX | RA | APPROVED_RES | 2013-03-22 |
| CT | RA | APPROVED | 2009-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2009 | Present |
| Bank Of America,N.A. | Newton | MA | 06/2011 | Present |
I*79056 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE JACPOT FAMILY IRREVOCABLE TRUST INVESTMENT RELATED: N ADDRESS OF BUSINESS: GILFORD, NEW HAMPSHIRE 3249 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 10/15/2014 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TRUSTEE ON THE TRUST ACCOUNT. RESPONSIBILTY IS PAYING THE PROPERTY TAXES ON THE FAMILY LAKE HOUSE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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