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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Haven | CT | 01/2023 | 08/2023 |
| Madison Police Department | Madison | CT | 07/2022 | 11/2022 |
| Wells Fargo | Madison | CT | 01/2017 | 07/2022 |
| Mcdonalds | Guilford | CT | 05/2012 | 06/2018 |
| Bank Of America, N.A. | East Haven | CT | 03/2023 | 08/2023 |
| Morgan Stanley | Madison | CT | 09/2023 | Present |
Gaetano Ferriuolo FBO Deborah Ferriola IRREV TR Josephine T Ferriola TTE Non- Investment related 7A Pineview Dr Branford CT 06405 Trust Account at Wells Fargo Trustee: Josephine T Ferriola Trustee for Deborah Ferriola's Trust Account ( Mother ) Appointed: 04/27/2023 1 hour a month commitment 0 hours during trading hours Duties: Distribute funds for the benefit of Deborah Ferriola Gaetano Ferriuolo FBO Lisa Ferriola IRREV TR Josephine T Ferriola TTE Non- Investment related 15 Hunting Ave East Haven CT 06512 Trust Account at Wells Fargo Trustee: Josephine T Ferriola Trustee for Lisa Ferriola's Trust Account ( Aunt ) Appointed: 04/27/2023 1 hour a month commitment 0 hours during trading hours Duties: Distribute funds for the benefit of Lisa Ferriola Estate of Gaetano Ferriuolo Josephine T Ferriola PREP Non- Investment related 7A Pineview Dr Branford CT 06405 Estate Account for Gaetano Ferriuolo Executrix: Josephine Ferriola Executrix for Estate of Gaetano Ferriuolo ( Deceased Grandfather) Appointed 06/28/2023 1 hour per month 0 hours during trading hours Duties: Collect Funds and distribute to beneficiaries
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-02 |
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