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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| ID | RA | APPROVED | 2025-05-27 |
Branch Locations
225 N 9Th St, Boise, ID 83702 • 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 | Boise | ID | 02/2025 | Present |
| Bank Of America, N.A. | Cambridge | MA | 03/2021 | 02/2025 |
| Bank Of America, N.A. | Newton | MA | 08/2020 | 03/2021 |
| Bank Of America, N.A. | Newton | MA | 10/2019 | 08/2020 |
| Santander Bank, N.A. | Watertown | MA | 01/2019 | 10/2019 |
| Santander Bank, N.A. | Watertown | MA | 01/2018 | 01/2019 |
| Emmanuel College | Boston | MA | 09/2016 | 01/2018 |
| Newton North High School | Newton | MA | 09/2013 | 09/2016 |
I*5466269 Entity Type: N/A Name of OBA: Z Revocable Trust (name TBD) Address: Caldwell, Idaho, 83607 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 09/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
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