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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| NY | RA | APPROVED | 2021-04-19 |
| MD | RA | APPROVED | 2008-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2008 | Present |
| Bank Of America, N.A. | New York | NY | 12/2009 | Present |
I*95470 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: Z&Z ASSOCIATES INVESTMENT RELATED: N ADDRESS OF BUSINESS: SCARSDALE, NEW YORK 10583 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 7/11/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Z&Z ASSOCIATES IS TO HELP CHINESE PATIENTS LOOK FOR MEDICAL TREATMENT AND ARRANGE THEIR MEDICAL TOURS IN USA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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