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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 | 2008-11-12 |
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 | Batavia | NY | 10/2008 | Present |
| Bank Of America,N.A. | Batavia | NY | 06/2011 | Present |
I*2259285, Entity Type: , Name of OBA: Genesee Region Track & Field, Address: Newark, New York, 14513, Investment Related: N, Position, Title, Association: Other, Employee State Date: 04/09/2025, No Hours: 3 Weekly, No Hours during Trading: 1 Weekly, Duties: High school sport officiating. I will be an outdoor track & field judge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-12 |
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