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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2020-04-06 |
| CT | RA | APPROVED | 2020-02-28 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 11/2019 | Present |
| Terryberry | Grand Rapids | MI | 04/2010 | 11/2019 |
| Bank Of America N.A. | Pittsford | NY | 01/2020 | Present |
I*: 2886296 Entity Type: Charitable Name of OBA: The Spot Address: Canandaigua, NY 14424 Investment Related: No Position, Title, Association: Board member Employee Start Date: 10/21/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: As Secretary on the Board of Directors, I would be responsible for organizing board meetings, taking & maintaining meeting minutes and assisting with board member orientation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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