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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 | 1999-02-17 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
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 | Rochester | NY | 06/1992 | Present |
| Bank Of America,N.A. | Pittsford | NY | 06/2011 | Present |
I*5318268 Entity Type: N/A Name of OBA: T M M EXEC EST OF T L M M Address: Canandaigua, New York, 14424 Investment Related: No Position, Title, Association: Executor Employee Start Date: 08/11/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-21 |
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