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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| NY | RA | APPROVED | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 01/2014 | 08/2022 |
| Bank Of America, N.A | New York | NY | 01/2014 | 08/2022 |
| J.P. Morgan Securities Llc | Bellmore | NY | 08/2022 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Bellmore | NY | 08/2022 | 12/2022 |
| Morgan Stanley | New York | NY | 01/2023 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 01/2025 | Present |
| Bank Of America, N.A. | Garden City | NY | 01/2025 | Present |
I*2670279, Entity Type: , Name of OBA: DAS TTEE U/A DTD 07/14/2025 BY SS , Address: Island Park, New York, 11558, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07/29/2025, No Hours: 3 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3054265 Entity Type: N/A Name of OBA:SUSAN SCHWAB IRVC TRUST = S.S. IRVC TRUST Address:Smithtown New York Investment Related:No Position, Title, Association:Trustee Start Date:10/22/2025 No Hours: 5 Yearly No Hours during trading:2 Yearly Duties:Trustee for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-20 |
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