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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-24 |
| CT | RA | APPROVED | 2018-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 11/2017 | Present |
| North Country Savings Bank | Canton | NY | 07/2010 | 11/2017 |
| Bank Of America, N.A. | Hingham | MA | 04/2018 | Present |
I*: 2100360 Entity Type: Entity Governmental Name of OBA: City of Quincy - Bicycle Commission Address: Quincy, Massachusetts 02169 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 01/01/2025 No Hours: 1hr/mthly No Hours during trading: 0 Duties: Committee member. The purpose of the Quincy Bicycle Commission is to advise the Mayor on promoting bicycling as a viable transportation option for all trip purposes and for a wide range of users and improving the safety of all bicycle users throughout the City of Quincy. Cycling is an important component of a multi-modal transportation system which promotes a more livable community for residents, businesses, and visitors. I*: 2711266 Entity Type: Charitable Name of OBA: Boston Chinatown Neighborhood Center Address: Boston, MA 02111 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 07/23/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Committee - 5k fundraiser
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
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