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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-01 |
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2004-12-08 |
| TX | RA | APPROVED_RES | 2000-11-20 |
Branch Locations
One Bryant Park Pbig - Ny Midtown, New York, NY 10036 • United States
Darien, CT • 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 | 04/1999 | Present |
| Bank Of America, Na | New York | NY | 06/2010 | Present |
*1086271For profit or not for profit: Entity For ProfitName of outside business organization: SALTAIRE ACK LLCInvestment related: NAddress of business: Darien, Connecticut, 06820Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/2/2022Number of hours devoted: 0 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , This entity was established to purchase a second home for anonymity/planning benefits. I*5286270, Entity Type, Name of OBA: South Trail LLC Address: Darien Connecticut 06820 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/11/2026 No Hours: 0 No Hours during trading: 0 Duties: Maintain the home, pay taxes Estate Planning. My wife will own 100% of the LLC which holds our primary residence and i will manage the LLC/Home
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-04 |
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