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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-04 |
| TX | RA | APPROVED | 2022-07-07 |
| CO | RA | APPROVED | 2022-06-29 |
Branch Locations
449 Route 146, Clifton Park, NY 12065 • United States
370 17Th St, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Le Moyne College | Syracuse | NY | 08/2016 | 05/2020 |
| Fidelity Investments | Greenwood Village | CO | 06/2020 | 08/2021 |
| Merrill Lynch | Clifton Park | NY | 06/2019 | 08/2019 |
| Martin And Dierolf Masonry | Perkasie | PA | 03/2018 | 06/2020 |
| Le Moyne College | Syracuse | NY | 09/2017 | 12/2017 |
| Quakertown Borough | Quakertown | PA | 05/2017 | 05/2018 |
| Quakertown Borough | Quakertown | PA | 05/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 09/2021 | Present |
| Bank Of America, N.A. | Clifton Park | NY | 04/2023 | Present |
I*2829288 Entity Type: Charitable Name of OBA: Le Moyne College Dolphin Athletic Association Board Address:Syracuse New York Investment Related:No Position, Title, Association:Board Member Start Date:01/01/2026 No Hours: 15 Yearly No Hours during trading:0 Yearly Duties:Attend Board Meetings for Dolphin Athletic Association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-08 |
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