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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-05-17 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2015-10-12 |
| NJ | RA | APPROVED | 2015-03-17 |
Branch Locations
921 Walnut St, Boulder, CO 80302 • United States
Broomfield, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/1998 | Present |
| Bank Of America, N.A. | New York | NY | 07/2016 | Present |
I*6067 For profit or not for profit: Name of outside business organization: N/A Investment related: Address of business: Brooklyn, New York 11215 Nature of business: Rental Property Position, title, association: , Start date of relationship: 6/3/2002 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1599267, Name of OBA: Bay Ridge Christian Academy Address: 6324 7th Avenue, Brooklyn, New York, 11220, US Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/28/2023 No Hours: 1 No Hours during trading: 0 Duties: Educational institution - board member - provide feedback on the academy's strategy and priorities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-14 |
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