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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2016-01-12 |
| CT | RA | APPROVED | 2015-11-24 |
Branch Locations
450 Old Country Rd, Riverhead, NY 11901 • United States
One Bryant Park Division - Northeast, New York, NY 10036 • United States
East Moriches, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southampton | NY | 09/2014 | Present |
I*4536273 Entity Type: N/A Name of OBA: ESTATE PLAN OF J C. M AND T E. P Address: TIVOLI, New York, 12583 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/08/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Aunt, Uncle I*493958 Entity Type: N/A Name of OBA: M J Address: HAMPTON BAYS, New York, 11946 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/07/2020 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Parents I*492144 Entity Type: N/A Name of OBA: K C Address: HAMPTON BAYS, New York, 11946 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/07/2019 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-22 |
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