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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-12-08 |
| TX | RA | APPROVED | 2017-08-18 |
| CT | RA | APPROVED | 2017-08-16 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
Cumberland, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2017 | Present |
| Asia West | Portland | ME | 05/2016 | 09/2016 |
| Ciee | Portland | ME | 09/2016 | 07/2017 |
I*: 2036328Entity Type: HOA, Co-op, FreeholdName of OBA: REDACTED Condo Trust Address: Boston, MassachusettsInvestment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 11/2024Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: This is my building's Condo Association Trust Checking Account. There are three units and two people must be on the account. I*4345267, Entity Type: , Name of OBA: D D B TOD BENEFICIARIES ON FILE , Address: Boston, Massachusetts, 02127, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/07/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
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