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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 |
| CT | RA | APPROVED | 2015-10-22 |
| TX | RA | APPROVED | 2015-10-22 |
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 | Pittsford | NY | 10/2015 | Present |
I*125765 For profit or not for profit: For-Profit Organization Name of outside business organization: Cayuga Grandview Beach Co Op Corporation Investment related: N Address of business: Union Springs, New York 13160 Nature of business: Cooperative, Position, title, association: Owner, Start date of relationship: 8/20/2019 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am a shareholder of this co-op which entitles me to own a cottage on Cayuga Lake. I am not on the Board of this co-op only a shareholder.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-27 |
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