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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 |
| NJ | RA | APPROVED | 2012-08-10 |
| TX | RA | APPROVED | 2012-08-10 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • 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 | 08/2012 | Present |
| Bnak Of America N.A. | Pittsford | NY | 10/2012 | Present |
| Bank Of America, N.A. | Pittsford | NY | 11/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-19 |
| S66 | Uniform Combined State Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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