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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 | 2007-10-26 |
| NJ | RA | APPROVED | 2004-07-12 |
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 | Niagara Falls | NY | 04/1994 | Present |
| Bank Of America, N.A | Buffalo | NY | 08/2012 | Present |
I*28839 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JCJ REAL ESTATE INVESTMENT RELATED: N ADDRESS OF BUSINESS: WILLIAMSVILLE, NEW YORK 14221 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 1/1/1999 NUMBER OF HOURS DEVOTED: 0 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PART OWNER PART OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
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