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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-08-21 |
| CT | RA | APPROVED | 2012-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgefield | CT | 06/2012 | Present |
| Bank Of America, N.A | Ridgefield | CT | 09/2012 | Present |
I*1800287, Entity Type~ Name of OBA:Rental Property 1 Address: Venice,FL,34293Investment Related:NO Position, Title, Association: Co-owner with other family membersEmployee Start Date:05/01/2024 No Hours: 0YEARLYNo Hours during trading: 0Duties:~ I*3159272 Entity Type: N/A Name of OBA: Rental Property 2 Address: Pawcatuck, Connecticut, 6379 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 12/01/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-10 |
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