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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 | 2013-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie | NY | 07/2013 | Present |
| Bank Of America, N.A. | Poughkeepsie | NY | 03/2014 | Present |
Name of the other business Whether the business is investment-relatedNot Investment related Address of the other business Nature of the other business Your positionTrustee Title, or relationship with the other business Start date of your relationship8/1/2018 Approximate number of hours/month you devote to the other business.33 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-07 |
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