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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 10/2018 | 11/2020 |
| Cdnc | Framingham | MA | 03/2013 | 10/2018 |
| Bcbsma | Quincy | MA | 01/2015 | 03/2018 |
| Bank Of America, N.A. | Wellesley Hills | MA | 10/2018 | 11/2020 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 11/2020 | 04/2023 |
| J.P. Morgan Securities, Llc | Boston | MA | 11/2020 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 04/2023 | Present |
| Bank Of America N.A. | Wellesley Hills | MA | 04/2023 | Present |
I*465152 Entity Type: Entity For Profit Name of outside business organization: IvyLines LLC Investment related: No Address of business: Ashland, Massachusetts, 01721 Position, title, association: Owner, Start date of relationship: 6/10/2011 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Domain Name and Web services. Organize and manage (buy, sell and hosting) the domain names owned by the LLC I*2496342, Entity Type: Entity Charitable, Name of OBA: Xiamei Heritage Fund, Address: Ashland, Massachusetts, 01721, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 07/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: To organize and operate educational events, seminars, schools and research projects on Chinese American cultural, history, language, and community activities. My responsibilities: Keep the organization running; Propose, plan and organize events and projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-09 |
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