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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| NY | RA | APPROVED | 2022-10-28 |
Branch Locations
69 State St, Albany, NY 12207 • United States
300 Broadhollow Rd, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingston | NY | 07/2022 | Present |
| Bank Of America, Na | Kingston | NY | 11/2014 | 06/2022 |
| Bank Of America, N.A. | Kingston | NY | 09/2022 | Present |
Name of the other businessn/a, rental property owner Whether the business is investment-relatedyes Address of the other businessProperty 1: 27 Maple St Kingston, NY 12401 Property 2: 154 Delaware Ave Kingston, NY 12401 Nature of the other businessRental Property Your positionOwner Title, or relationship with the other businessOwner Start date of your relationship12/01/2017 Approximate number of hours/month you devote to the other business0-10 Number of hours you devote/month to the other business during securities trading hours0 Briefly describe your duties relating to the other businessOwn and manage rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-26 |
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