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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 |
| NJ | RA | APPROVED | 2006-10-06 |
| TX | RA | APPROVED_RES | 1994-08-16 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 03/1992 | Present |
| Bank Of America,Na | Pittsford | NY | 11/2009 | Present |
I*136699For profit or not for profit: Non-Profit OrganizationName of outside business organization: Rochester Area Community FoundationInvestment related: NAddress of business:Rochester, New York 14607Nature of business: Charitable Organization,Position, title, association: , Start date of relationship: 4/30/2021Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: Member Board of Directors, Member of Executive Committee of Board, Chairman Investment Committee I*1684283, Entity Type: Entity For Profit, Name of OBA: Italian Heritage Foundation of Rochester, Address: Rochester, New York, 14618, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/13/2024, No Hours: 40 Yearly, No Hours during Trading: 20 Yearly, Duties: Member of the Board of Directors and member of the Investment Committee I*2480302, Entity Type, Name of OBA: National Association of Plan Advisors Address: ArlingtonVirginia22203 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2025No Hours: 25 yearly No Hours during trading: 10 yearly Duties: The National Association of Plan Advisors (NAPA) was established by and for retirement plan advisors. With over 20,000 members, NAPA promotes enhancing retirement security, delivering high-quality advice, and transparency, providing advocacy, business intelligence, and networking to help advisors excel. The NAPA Leadership Council supports this mission by representing the voice of the Advisor to the organization, and by helping tailor NAPA training, events, and advocacy to the needs of practicing Retirement Plan Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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