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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| CT | RA | APPROVED | 2009-10-27 |
Branch Locations
1414 Massachusetts Ave, Cambridge, MA 02138 • United States
92 Ames St, Cambridge, MA 02142 • United States
Boston, MA • 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 | Boston | MA | 10/2009 | Present |
| Bank Of America,N.A. | Cambridge | MA | 06/2011 | Present |
I*1341263 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: Y Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/30/2023 Number of hours devoted: 8 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1341264 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/16/2023 Number of hours devoted: 8 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-09 |
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