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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-22 |
| CT | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Quincy | MA | 03/2014 | Present |
I*2250265, Entity Type: Entity Charitable, Name of OBA: Temple Israel, Sharon MA, Address: Sharon, Massachusetts, 02067, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 06/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Volunteer position; Chair of New Member Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
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