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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2012-02-23 |
| TX | RA | APPROVED | 2012-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 02/2012 | Present |
| Bank Of America, N.A. | Washington | DC | 06/2012 | Present |
I*124481 For profit or not for profit: Non-Profit Organization Name of outside business organization: Jewish Theological Seminary of America Investment related: N Address of business: New York, New York 10027 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 6/26/2019 Number of hours devoted: 10 hour(s) Quarterly Number of hours devoted during trading hours: 3 Duties: Board of directors I*2954265, Entity Type, Name of OBA: Rental Property 1Address: WellfleetMassachusetts02667 Investment Related:No Position, Title, Association: Co-owner with other family membersEmployee Start Date: 10/06/2025No Hours: 10 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-10 |
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