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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-09-19 |
| CT | RA | APPROVED | 2014-11-11 |
| TX | RA | APPROVED | 2014-11-11 |
Branch Locations
92 Ames St, Cambridge, MA 02142 • United States
Norfolk, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 02/2014 | Present |
| Bank Of America, N.A. | Boston | MA | 05/2017 | Present |
I*1152317, Entity Type: , Name of OBA: Norfolk School Board, Address: NORFOLK, Massachusetts, 02056, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/20/2023, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: SCHOOL BOARD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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