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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-06 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
1 Jericho Plaza Suite 106, Jericho, NY 11753-1635 • United States
Huntington, NY • United States
1 disclosure category 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 (7691) | Melville | NY | 10/2009 | 07/2020 |
| Bank Of America, Na | Melville | NY | 05/2011 | 07/2020 |
| Rbc Capital Markets, Llc | Jericho | NY | 07/2020 | Present |
| City National Bank | Jericho | NY | 08/2022 | 01/2025 |
1) I*37508 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHRISTOPHER AND ELIZABETH REILLY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: HICKSVILLE, NEW YORK 11797 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/28/1997 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REANTAL OF A TWO FAMILY PROPERTY...MANAGEMENT OF THE PROPERTY 2) I*47681 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHRISTOPHER AND ELIZABTHE REILLY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NORTHPORT, NEW YORK 11768 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/1/2011 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL OF TWO FAMILY PROPERTY...MANAGEMENT OF THE PROPERTY 3) Name: 30 East John and 167 Vernon Valley Road Address: 30 East John Street, Hicksville NY 11801 167 Vernon Valley Road, East Northport, NY 11731 Business Description: These are each (2 total) 2 family homes we (my wife and I) have as rental properties. Business is not investment related Projected Start Date: 07/01/05 Capacity: Owner - Passive Duties Performed: It's a simple residential real estate rental where I am a landlord along with my wife. Devoted to this OBA per Month: Less than 1 hour per week Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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