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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 | 2013-03-01 |
Branch Locations
Ancramdale, NY • United States
Huntington, NY • 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 | Garden City | NY | 02/2013 | Present |
| Bank Of America, N.A | Garden City | NY | 04/2013 | Present |
I*1537298 For profit or not for profit: Entity For Profit , Entity Financial Institution Name of outside business organization: fUTURE PLANNERS LTD Investment related: Y Address of business: Roslyn Heights, NY, 11577, United States Nature of business: ["S Corporation"] Position, title, association: ["Officer"], Start date of relationship: 10/17/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Collect revenue and residual revenue from outstanding insurance contracts. Pay all expenses of maintaining entity as well as investing funds in CD's, Money Market or Treasury instruments. Make distributions to current and/or future owners of entity I*2305270, Entity Type: , Name of OBA: M S TTEE, Address: Jericho, New York, 11753, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-10 |
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