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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 | 2014-01-17 |
| CT | RA | APPROVED | 2010-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 03/2010 | Present |
| Bank Of America, N.A. | Poughkeepsie | NY | 11/2010 | Present |
I*2254294, Entity Type: Entity Charitable, Name of OBA: miles of hope breast cancer, Address: Lagrangeville , New York, 12540, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/28/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: General board member to oversee governance of organization. Other responsibilities are to volunteer at events and fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
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