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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-20 |
| CT | RA | APPROVED | 2010-07-08 |
Branch Locations
Marshfield, MA • United States
100 Federal St Gwim Chief Investment Office (Cio), Boston, MA 02110 • United States
Cambridge, MA • United States
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Boston | MA | 03/2009 | Present |
I*75252 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 222-224 UPLAND ROAD CONDO ASSOCIATION TRUST INVESTMENT RELATED: N ADDRESS OF BUSINESS: 222-224 UPLAND ROAD, CAMBRIDGE, MASSACHUSETTS 2140 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/30/2005 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AS A CONDO OWNER IN A THREE UNIT FAMILY BUILDING BY DEFAULT BECAME A "TRUSTEE" OF THE CONDO ASSOCIATION. THERE ARE 3 TRUSTEES (OWNERS) IN THIS ASSOCIATION. THE TRUSTEES SHARE RESPONSIBILITY FOR MGMT OF THE BUILDING. I PAY THE BILLS & BALANCE ACCT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-06 |
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