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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2002-01-07 |
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 | Quincy | MA | 04/1996 | Present |
| Bank Of America,N.A. | Hingham | MA | 06/2011 | Present |
I*32201 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FELLOWS & COMPANY LLC AND INDIVIDUAL REAL ESTATE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DUXBURY, MASSACHUSETTS 2332 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER MANAGE PROPERTIES 2.) 1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: JACOB BRADBURY BEAN FOUNDATION 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 20 GLASS TERRACE, DUXBURY, MASSACHUSETTS 2332 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION, 7.POSITION, TITLE, ASSOCIATION: TRUSTEE, 8.START DATE OF RELATIONSHIP: 12/5/2003 9.NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: A NON-PROFIT FOUNDATION DEDICATED TO HELPING CHILDREN AND FAMILIES PARTICULARLY DURING TIMES OF CRISIS OR LOSS OF A CHILD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-12 |
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