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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-17 |
| CT | RA | APPROVED | 2017-05-16 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
100 Federal St, Boston, MA 02110 • United States
Boston, MA • 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 | 05/2011 | Present |
| Bank Of America, N.A. | Boston | MA | 05/2011 | Present |
I*1556291 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Sharon, Massachusetts, 02067, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/1/2024 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*1558272 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Boston, Massachusetts, 02119, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 12/7/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-30 |
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