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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
| NY | RA | APPROVED | 2021-08-31 |
Branch Locations
69 State St, Albany, NY 12207 • 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 | Albany | NY | 07/2018 | Present |
| Trust Co Bank | Kingston | NY | 03/2018 | 06/2018 |
| Bank Of America | Woodstock | NY | 10/2015 | 03/2018 |
I*2930312, Entity Type: , Name of OBA: Rental Property 1, Address: Albany, New York, 12203, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 12/01/2020, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2930314, Entity Type: , Name of OBA: Rental Property 2, Address: Kingston, New York, 12401, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 09/01/2019, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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