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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-10 |
| RI | RA | APPROVED | 2016-05-30 |
| TX | RA | APPROVED_RES | 2016-05-03 |
Branch Locations
1545 Iyannough Rd, Hyannis, MA 02601 • United States
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 04/2016 | Present |
| Bank Of America, N.A. | Boston | MA | 05/2016 | Present |
I*1551287 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Boston, Massachusetts, 02210, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/1/2024 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-22 |
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