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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED_RES | 2024-10-03 |
| RI | RA | APPROVED | 2009-10-23 |
Branch Locations
100 Front St Ci Business Controls, Worcester, MA 01608 • United States
Oxford, MA • United States
150 N College St Ci Business Controls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Oxford | MA | 10/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oxford | MA | 10/2009 | Present |
I* 1806267 For profit or not for profit: Entity For Profit Name of outside business organization: R&F Fitness Investment related: no Address of business: oxfod, MA, 01540 Nature of business: Limited Partnership Position, title, association: Employee Start date of relationship: 04/23/2024 Number of hours devoted: 6 weekly Number of hours devoted during trading hours: 0 Duties: Public Gym. Fitness instructor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
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