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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2002-10-07 |
| TX | RA | APPROVED_RES | 1997-05-07 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
South Easton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Life Agency | Boston | MA | 05/1993 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/1993 | Present |
| Bank Of America, N.A. | Boston | MA | 07/2011 | Present |
I* For profit or not for profit: N Name of outside business organization: The Sharma Family Dynasty Trust Investment related: N Address of business: Sharon, Massachusetts, 2067 Nature of business: Trust Position, title, association: Fiduciary Start date of relationship: 10/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-10 |
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