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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1997-01-22 |
| DC | RA | APPROVED | 1994-02-21 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Nantucket, MA • United States
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 | Washington | DC | 07/1982 | Present |
| Bank Of America, Na | Washington | DC | 11/2009 | Present |
I*2266298, Entity Type NOT FOR PROFIT, Name of OBA: Nantucket Garden Club Address: Investment Related: Position, Title, Association: NANTUCKET MA 02554 Employee Start Date: 06/01/2024 No Hours: 10 monthly No Hours during trading: 0 - NEGLIGIBLE Duties: We have a house tour once a year and i am the co-chair this year just helping to organize the garden tour
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-24 |
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