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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_RES | 2013-02-20 |
Branch Locations
57 Hampton Rd, Southampton, NY 11968 • United States
Northport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 11/2006 | Present |
| Bank Of America, N.A. | Southampton | NY | 07/2014 | Present |
I*2116299, Entity Type: Fiduciary, Name of OBA: GM trustee for CM TTEE 8/21/95, Address: Northport, New York, 11768, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 12/05/2024, No Hours: 10 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-15 |
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