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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-27 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-02-06 |
| CT | RA | APPROVED | 2010-10-01 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
Fairport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 06/2010 | Present |
I*2600292, Entity Type: , Name of OBA: D L, Address: Fairport, New York, 14450, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/07/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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