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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 | 2014-04-07 |
| CT | RA | APPROVED | 2010-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Buffalo | NY | 08/2009 | Present |
| Bank Of America, N.A. | Buffalo | NY | 06/2011 | Present |
I*112783 For profit or not for profit: Non-Profit Organization Name of outside business organization: United Way of Buffalo & Erie County Investment related: N Address of business: Buffalo, New York 14209 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 05/22/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Local United Way. I will be a board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-20 |
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