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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 | 2013-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 01/1993 | Present |
| Bank Of America, N.A. | Great Neck | NY | 07/2011 | Present |
I*2226290, Entity Type:, Name of OBA: R D Irrov Trust ( 349), Address: Smithtown, New York, 11787, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 19-Dec-2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-12 |
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