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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 | 2014-01-09 |
Branch Locations
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 | Buffalo | NY | 02/1995 | Present |
| Bank Of America,N.A. | Buffalo | NY | 06/2011 | Present |
I*3246264 Entity Type: Fiduciary role Name of OBA: G. S M. Address: Depew, New York, 14043 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/29/2025 Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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