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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 |
| TX | RA | APPROVED_RES | 2007-11-16 |
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 : 7691 | New York | NY | 11/2007 | Present |
| Bank Of America, N.A. | Staten Island | NY | 07/2011 | Present |
I*123984For profit or not for profit: Non-Profit OrganizationName of outside business organization: Staten Island Chamber of Commerce FoundationInvestment related: NAddress of business:Staten Island, New York 10314Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 7/1/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Advisory Board Member I*1326261, Entity Type,Governmental Name of OBA:Staten Island Community Board 2 Address:Staten Island,NY,10314 Investment Related: NOPosition, Title, Association:Board Member Employee Start Date: 07/01/2023No Hours:MONTHLY No Hours during trading: 0Dutis,Community Board 2 is one of three community boards on Staten Island, Community boards serve the purpose of assessing the needs of their own neighborhoods within the areas of public safety, education, transportation, housing and beautification. I was selected for service due to my service to and experience with meeting the critical needs of our homeless population, I*2792270, Entity Type for profit , Name of OBA: Team 21 Business Networking Address: Jersey CityNew Jersey07310 Investment Related: No Position, Title, Association: general member Employee Start Date:10/20/2025 No Hours: 2 monthly No Hours during trading: 0 Duties: Maintain regular attendance at meetings, maintain a standard of professionalism and courtesy amongst fellow business members Business Networking similar to a BNI group. No two members are from the same industry. Periodic meetings will serve to better acquaint members with one another and increase their connections within the local community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-12 |
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