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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
3 disclosure categories 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 | 10/1993 | Present |
| Bank Of America,Na | Pittsford | NY | 11/2009 | Present |
I*4520274, Entity Type: , Name of OBA: E S B AND M B JTWROS, Address: Scottsdale, Arizona, 85260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/02/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4520275, Entity Type: , Name of OBA: E S B AND M R B JTWROS, Address: Scottsdale, Arizona, 85260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/02/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4520276, Entity Type: , Name of OBA: E S B AND ML R B JTWROS-, Address: Scottsdale, Arizona, 85260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/02/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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