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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 |
| CT | RA | APPROVED | 2015-06-11 |
| TX | RA | APPROVED_RES | 2015-05-18 |
Branch Locations
63 Copps Hill Rd, Ridgefield, CT 06877 • United States
Danbury, CT • 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 | Mount Kisco | NY | 05/2015 | Present |
| Bank Of America, N.A. | Mount Kisco | NY | 07/2015 | Present |
I*2041260, Entity Type Fiduciary, Name of OBA: BP Address: Boynton Beach, Florida, 33437 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 11-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-25 |
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