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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 | 2000-01-14 |
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 | 01/1993 | Present |
| Bank Of America, N.A. | Pittsford | NY | 11/2009 | Present |
I*48464FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: POWER OF ATTORNEY INVESTMENT RELATED: YADDRESS OF BUSINESS:ROCHESTER, NEW YORK 14625NATURE OF BUSINESS: OTHER,POA FOR SPOUSEPOSITION, TITLE, ASSOCIATION: OTHER, POA FOR SPOUSESTART DATE OF RELATIONSHIP: 1/11/2012NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ACTING AS POA FOR MY SPOUSEI*1113271For profit or not for profit: Entity CharitableName of outside business organization: Foundation, IncInvestment related: NAddress of business: Rochester, New York, 14621Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Audit committee"]]Start date of relationship: 6/28/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Board of Directors and Committee Membership fro the Foundation of a local Nursing Home and Elder Care Facility
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-24 |
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