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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 | 2007-08-02 |
| TX | RA | APPROVED_RES | 2007-07-05 |
Branch Locations
6965 Yellowstone Blvd, Forest Hills, NY 11375 • United States
300 Broadhollow Rd, Melville, NY 11747 • United States
Dix Hills, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayside | NY | 08/1998 | Present |
| Bank Of America, N.A. | Bayside | NY | 07/2011 | Present |
I*: 2187284Entity Type: Fiduciary roleName of OBA: J. S. Irrevocable TrustAddress: Parksville, NY 12768Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 02/03/2025Number of Hours: 0Number of Hours during trading: 0Duties: co-trustee for In-LawsI*2187284, Entity Type: , Name of OBA: J S Irrevocable Trust, Address: Parksville, New York, 12768, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 03-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4521277 Entity Type: Fiduciary Role Name of OBA: M T. R Address: Dix HIlls, New York, 11746 Investment Related: No Position, Title, Association: Executor Employee Start Date: 05/06/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Parents, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-09 |
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