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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| CT | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Arlington | MA | 09/2010 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2009 | 11/2021 |
| Morgan Stanley Smith Barney Llc | Norwell | MA | 11/2021 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 04/2024 | Present |
I*2930329, Entity Type: , Name of OBA: Rental Property 1, Address: Quincy, Massachusetts, 02171, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 10/01/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-29 |
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