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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-11-19 |
| FL | RA | APPROVED | 2019-02-12 |
| TX | RA | APPROVED_RES | 2007-10-12 |
| CT | RA | APPROVED | 2007-10-05 |
Branch Locations
1499 Post Rd, Fairfield, CT 06824 • United States
Palm Beach Gardens, FL • 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 |
|---|---|---|---|---|
| Bank Of America, Na | Fairfield | CT | 09/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 10/2007 | Present |
I*10260For profit or not for profit: Name of outside business organization: Rental Investment related: No Address of business: Palm Beach Gardens, Florida 33418 Nature of business: Position, title, association: , Start date of relationship: 1/5/2021Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties I*819230For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: No Address of business: Palm Beach Gardens, Florida, 33418Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/16/2023Number of hours devoted: 0 Monthly Number of hours devoted during trading hours: 0 Duties: I*1736265Name of OBA: Rental Property 3Address: Palm Beach Gardens, Florida 33410Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 04/25/2024No Hours: 1No Hours during trading: 0Duties: I*: 2254262Entity Type: Rental Property Name of OBA: Rental Property 4Address: Palm Beach Gardens, FL 33418Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 05/15/2025Number of Hours: 5 hrs annuallyNumber of Hours during trading: 1 hr annuallyDuties: Co-owner of rental property I*4310265, Entity Type: , Name of OBA: Rental Property 5, Address: Palm Beach Gardens, Florida, 33418, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/06/2026, No Hours: 5 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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