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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 | 2019-06-03 |
| CT | RA | APPROVED | 2019-05-31 |
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 | New York | NY | 04/2008 | 03/2017 |
| Bank Of America, N.A. | New York | NY | 08/2015 | 03/2017 |
| Morgan Stanley | New York | NY | 03/2017 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 05/2018 |
| Lpl Financial Llc | Pittsford | NY | 05/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2019 | Present |
1)Church- non profit 2)Name of outside business organization: Pittsford First Presbyterian Church 3)Investment Related- Yes 4)Location: Pittsford, NY 5)Nature of Business: Church 6)Position: Finance team member 7)Start date: May 29, 2019 8)Hours devoted: 1 hour thus far 9)Hours Devoted during trading hours: 0 10)Duties: Oversee the management of the Church's investment accounts. The team does have influence over the investment accounts. We did not make any changes to the accounts at the meeting I attended. I am under the impression the accounts are managed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
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