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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 |
| FL | RA | APPROVED | 2020-12-11 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| NJ | RA | APPROVED | 2020-02-24 |
Branch Locations
57 Hampton Rd, Southampton, NY 11968 • United States
Montauk, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | East Hampton | NY | 09/2014 | 02/2020 |
| Suffolk County National Bank | Riverhead | NY | 07/2004 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southampton | NY | 02/2020 | Present |
| Bank Of America, N.A. | Southampton | NY | 03/2020 | Present |
I*515886 For profit or not for profit: Entity Charitable Name of outside business organization: Montauk Historical Society Investment related: N Address of business: Montauk, New York, 11954 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 8/15/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 4 Duties: , Montauk Historical Society is a not for profit 501c-3 entity. It oversees the operations of various Historic buildings and structures in Montauk. It also is the archivist for the History of Montauk and provides an educational role in it's mission. My resp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-11 |
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