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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 | 2006-09-22 |
Branch Locations
360 Hamilton Ave, White Plains, NY 10601 • United States
Cortlandt Manor, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/1992 | Present |
| Bank Of America,N.A. | White Plains | NY | 06/2011 | Present |
I*1040387 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Avalon, New Jersey, 08202 Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2023 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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