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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 |
| NJ | RA | APPROVED | 2016-08-23 |
| TX | RA | APPROVED | 2016-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2016 | Present |
| Bank Of America, N.A. | Hewlett | NY | 10/2016 | Present |
97838/ I*396319 For profit or not for profit: Entity Charitable Name of outside business organization: Kulanu Torah Academy dba Kulanu Investment related: N Address of business: Cedarhurst, New York, 11516 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/1/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Kulanu educates and services young adults with disabilities. I am a Board member, I help review the budget, I serve on a committee that reviews applications for tuition assistance, and I am involved in discussions about significant capital expenditures for the school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-07 |
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