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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 |
| CT | RA | APPROVED | 2015-08-17 |
| FL | RA | APPROVED | 2014-10-02 |
| TX | RA | APPROVED | 2014-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | New York | NY | 01/2006 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2009 | Present |
I*1226348 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Saratoga Springs, New York, 12866 Nature of business: Position, title, association: Sole owner, Start date of relationship: 4/1/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-10 |
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