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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2008-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Wellesley | MA | 09/2008 | Present |
| Bank Of America,N.A. | Wellesley Hills | MA | 06/2011 | Present |
I*100290 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DBA BEACH ROAD DESIGNS INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEEDHAM, MASSACHUSETTS 02492 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 11/1/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A SMALL BUSINESS MY WIFE RUNS AND OWNS. I TYPICALLY HELP HER WHEN SHE NEEDS EXTRA HELP WITH ACCOUNTING, BANKING, OR JUST GENERAL LABOR. SHE RUNS THE COMPANY AND HAS A FEW CONTRACTORS THAT WORK FOR HER. I*118494 For profit or not for profit: For-Profit Organization Name of outside business organization: Family Held LLC Investment related: Y Address of business: Needham, Massachusetts 02492 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 11/15/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: 2 Shareholder LLC to update and rent a single family home. Responsibilities include maintenance, collecting rental income, finding renters, paying related bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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