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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-07-11 |
| TX | RA | APPROVED_RES | 2022-07-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 06/2011 | 07/2022 |
| Bank Of America, N.A. | Greenwich | CT | 07/2011 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 07/2022 | Present |
LOVEJOY FAMILY LLC, INV RELATED, BONITA SPRINGS, FL REGISTERED IN DE, 33.33% OWNERHSIP, START 5/15/2013, .2 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROCEEDS FUND FAMILY VACATIONS.; CO-TRUSTEE FOR SISTER'S TRUST, INV RELATED, NEWTON, MA, START: 7/7/2022, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR BROTHER'S TRUST, INV RELATED, BONITA SPRINGS, FL, START: 7/7/2022, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-22 |
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