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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 | 2011-09-28 |
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 | Buffalo | NY | 02/2008 | Present |
| Bank Of America, Na | Buffalo | NY | 12/2009 | Present |
I*4053265, Entity Type: , Name of OBA: Cornell Cooperative Extension, Address: Batavia, New York, 14020, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 03/24/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member, Cornell Cooperative Extension (CCE) puts knowledge to work in pursuit of economic vitality, ecological sustainability and social well-being. We bring local experience and research-based solutions together, helping New York state families and communities thrive in our rapidly changing world.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 1993-01-13 |
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