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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-26 |
| CT | RA | APPROVED | 2024-08-08 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 1992-04-23 |
Branch Locations
One Bryant Park Pbig - Ny Midtown, New York, NY 10036 • United States
Nantucket, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/1991 | Present |
| Bank Of America, Na | New York | NY | 01/2010 | Present |
I*692240 For profit or not for profit: For Profit Name of outside business organization: Baltic Ave, LLC Investment related: No Address of business: Mamaroneck, New York, 10543 Position, title, association: General Partner/Managing Member Start date of relationship: 1/20/2022 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: This LLC holds a second home in Nantucket, MA that we purchased in October of 2021 I*4683306 Entity Type: For Profit Name of OBA: Lupine Creek, LLC Address: Nantucket, Massachusetts, 2554 Investment Related: No Position, Title, Association: Other Employee Start Date: 04/23/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: LLC owned by spouse for the purpose of owning our home and paying expenses related to our property in South Carolina Fund disbursements and deposits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-30 |
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