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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 | 2021-01-07 |
| CT | RA | APPROVED | 2010-08-12 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2009 | Present |
| Bank Of America, N.A. | New York | NY | 11/2010 | Present |
I*4700274 Entity Type: Charitable Name of OBA: CSN Address: Naples, Florida, 34109 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/01/2026 Number of Hours: 6, Weekly Number of Hours during trading: 2, Weekly Duties: Coaching middle school boys soccer at Community School of Naples. 2-3 days a week coaching from November-January
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-11 |
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