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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-19 |
| CT | RA | APPROVED | 2005-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 05/2005 | Present |
| Bank Of America, N.A. | Glastonbury | CT | 07/2011 | Present |
I*, 2762271Entity Type: Not For ProfitName of OBA: J J LTTEE J L S TTEE U/A DTD 08/07/2025Address: Staten Island, New York 10301Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 09/01/2025No Hours: 1 hour per yearNo Hours during trading: 0 Duties: Trustee I*: 2798279Entity Type: Fiduciary roleName of OBA: J. J L. TTEE J. L S. TTEE U/A DTD 02/21/2025Address: Staten Island, New York, 10301 Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 08/30/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: oDuties: Co-Trustee for Self, Parents, Siblings I*5176273, Entity Type: , Name of OBA: J L S EXEC A L-H EXEC EST OF J J L, Address: Avon, Connecticut, 06001, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 08/04/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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