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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
| NY | RA | APPROVED | 2022-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Albany | NY | 10/2020 | 10/2022 |
| Roman Jewels | Albany | NY | 01/2019 | 03/2022 |
| Siena College | Loudonville | NY | 09/2016 | 05/2020 |
| Key Investment Services Llc | Brooklyn | OH | 06/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 10/2022 | Present |
| Bank Of America, N.A. | Albany | NY | 12/2022 | Present |
I*: 2424280 Entity Type: Charitable Name of OBA: The Community Hospice Address: Albany, NY 12205 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 04/30/2025 Number of Hours: 8 hrs annually Number of Hours during trading: 0 Duties: The purposed of the entity is to serve seriously ill people and their families during the process of dying and grieving. They enhance the quality of life with comprehensive and compassionate services that respect the dignity of those they serve. My responsibility is forming an associate board of young professionals who (1) providing direct support for established fundraising events; (2) networking in the community to raise awareness of hospice services; and (3) serve as ambassadors for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-09 |
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