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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 | 2012-03-23 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
26 Century Hill Dr, Latham, NY 12110 • United States
Troy, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 10/2009 | Present |
| Bank Of America, N.A. | Latham | NY | 07/2011 | Present |
I*131753 For profit or not for profit: Non-Profit Name of outside business organization: Leukemia Lymphoma Society Investment related: No Address of business: Albany, New York 12205 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 6/16/2020 Number of hours devoted: 100 hours Annually Number of hours devoted during trading hours: 0 Duties: Helping the society with candidates they have who are working to raise money for awareness and research. I*4515289 Entity Type: Fiduciary role Name of OBA: S. Family Irrevocable Trust Address: Troy, New York, 12180 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-24 |
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