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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-14 |
| NY | RA | APPROVED | 2023-02-23 |
Branch Locations
One Bryant Park Pbig - New York, New York, NY 10036 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2022 | Present |
| Marist College | Poughkeepsie | NY | 02/2021 | 06/2022 |
| Marist College | Poughkeepsie | NY | 02/2019 | 01/2021 |
| Heritage Management Services | Somers | NY | 05/2016 | 05/2021 |
| Marist College | Poughkeepsie | NY | 08/2018 | 05/2022 |
| Mahopac High School | Mahopac | NY | 06/2014 | 06/2018 |
I*4969269 Entity Type: Fiduciary role Name of OBA: F. H.-L. Address: Putnam Valley, New York, 10579 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/17/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4969270 Entity Type: Fiduciary role Name of OBA: S. L. Address: putnam valley, New York, 10579 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/17/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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