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333 Greenwich Avenue, Greenwich, CT 06830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-28 |
| CT | RA | APPROVED | 2002-11-06 |
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 |
|---|---|---|---|---|
| Searle & Co. | Greenwich | CT | 12/1982 | Present |
Name of business: Trustee for a private trust, Investment related: No, Nature of business: Trust, Start Date: September 16, 2024, Role: Trustee, Approximate number of hours/month: 5 - 10, Approximate number of hours during securities trading hours: 5 Briefly describe your duties: I serve as trustee for 2 private trusts. In this capacity, I manage trust assets and make trust-related decisions. My duties include overseeing asset distributions, ensuring compliance with trust terms and relevant laws, and maintain accurate records of trust activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-20 |
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