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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-12 |
| CT | RA | APPROVED | 2014-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Canaan | CT | 10/2013 | Present |
| Bank Of America, N.A. | New Canaan | CT | 04/2015 | Present |
I*113633 For profit or not for profit: Non-Profit Organization Name of outside business organization: Princeton Football Association Investment related: N Address of business: Princeton, New Jersey 8544 Nature of business: Other,Board of Directors: College Football Team Position, title, association: Advisory Board Member, Start date of relationship: 2/24/2017 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Serve on the board of directors for the Princeton Football Association. Assist in making decisions related to the football program/team: budget, scheduling, team activities, alumni events, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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