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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 | 1995-06-16 |
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 | Pittsford | NY | 10/1992 | Present |
| Bank Of America, N.A. | Pittsford | NY | 07/2011 | Present |
1) I*33823 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MCCUE MEMORIAL FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 21 MOUNTAIN RISE ROCHESTER, N.Y. PITTSFORD, N.Y., FAIRPORT, NEW YORK 14450 NATURE OF BUSINESS: OTHER, OTHER POSITION, TITLE, ASSOCIATION: OTHER, OTHER START DATE OF RELATIONSHIP: 6/15/1998 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICER CHARITABLE CAUSES 2) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 6 SIBLEY PLACE LLC INVESTMENT RELATED: N NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/14/2013 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL INCOME PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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