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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2013-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Kisco | NY | 07/2013 | Present |
| Bank Of America, N.A. | Mount Kisco | NY | 07/2013 | Present |
I*2060278, Entity Type Fiduciary, Name of OBA: J F P Irrevocable Trust Address: Brewster, New York, 10509 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 23-Oct-2024 No Hours: 1 monthly No Hours during trading: 1 monthly Duties: I*2244322, Entity Type: , Name of OBA: J G P TTEE M E T TTEE , Address: Brewster, New York, 10509, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 18-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-11 |
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