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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
| NY | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Liverpool | NY | 08/2022 | Present |
| Bank Of America, N.A. | Liverpool | NY | 08/2022 | Present |
| Bankers Conseco Life Ins | Syracuse | NY | 12/2021 | 08/2022 |
| Massmutual | Syracuse | NY | 09/2020 | 01/2022 |
| Farmers Insurance | Syracuse | NY | 06/2020 | 03/2021 |
| Full Time Student | Syracuse/ Geneva | NY | 01/2012 | 05/2020 |
I*:2389351 Entity Type: Fiduciary role Name of OBA: F. W. Irrevocable Trust Address: Syracuse, New York, 13219 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 4/17/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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