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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
| NY | RA | APPROVED | 2023-07-12 |
Branch Locations
449 Route 146, Clifton Park, NY 12065 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 06/2020 | Present |
| Town Of Clifton Park | Clifton Park | NY | 05/2015 | 06/2019 |
| Shenendehowa Csd | Clifton Park | NY | 09/2005 | 06/2018 |
| Le Moyne College | Syracuse | NY | 08/2018 | 05/2022 |
| Bank Of America, N.A. | Clifton Park | NY | 03/2025 | Present |
I*2728282, Entity Type: Fiduciary role Name of OBA: The S S irrevocable Trust, Address: Rexford, New York, 12148, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for Siblings I*2735262, Entity Type: Fiduciary role Name of OBA: The I S Irrevocable Trust, Address: Rexford, New York, 12148, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for Siblings I*2735263, Entity Type: Fiduciary role Name of OBA: The K S Irrevocable Trust, Address: Rexford, New York, 12148, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for Siblings I*2735264, Entity Type: Fiduciary role Name of OBA: The X S Irrevocable Trust, Address: Rexford, New York, 12148, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for Siblings I*2735265, Entity Type: Fiduciary role Name of OBA: The G S Irrevocable Trust, Address: Rexford, New York, 12148, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/13/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for Siblings I*: 2832268 Entity Type: Charitable Name of OBA: Le Moyne College Dolphin Athletic Association Board Address: Syracuse, NY 13214 Investment Related: No Position, Title, Association: Board member Employee Start Date: 01/01/2026Number of Hours: 15 hrs annually Number of Hours during trading: 0 Duties:attend board meetings for the Dolphin Athletic Association
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-11 |
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