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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 1994-06-04 |
| TX | RA | APPROVED_RES | 1993-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 02/1992 | Present |
| Bank Of America, Na | Washington | DC | 11/2009 | Present |
I*: 2624285 Entity Type: For profit Name of OBA: The West Chop Club Address: Vineyard Haven, MA 02568 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/30/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Board Member. A family oriented private tennis and beach club in Martha's Vineyard MA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-13 |
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