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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-04 |
| CT | RA | APPROVED | 2019-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn | MA | 06/2006 | Present |
| Bank Of America, N.A. | Holden | MA | 09/2012 | 09/2016 |
| Bank Of America, N.A. | Shrewsbury | MA | 10/2016 | 07/2019 |
| Bank Of America, N.A. | Auburn | MA | 08/2019 | Present |
I*2144267, Entity Type: , Name of OBA: J D, Address: Paxton, Massachusetts, 01612, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 14-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
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