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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-26 |
| TX | RA | APPROVED_RES | 2019-08-21 |
Branch Locations
440 Hancock St Ci Relationship Management, Quincy, MA 02171 • United States
3400 Pawtucket Ave Ci Client Services, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 10/2009 | Present |
| Bank Of America, N.A. | Lincoln | RI | 07/2019 | Present |
I*77166 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GEOFFREY MARK AND OLGA FRIDMAN INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOMERVILLE, MASSACHUSETTS 2145 NATURE OF BUSINESS: OTHER,UNDER MYSELF AND MY SPOUSES NAME/ SSN POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 12/5/2014 NUMBER OF HOURS DEVOTED: 6 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WITH THE ADDITION OF OUR OTHER DAUGHTER, JENNIFER, AND MY MOTHER IN LAW FROM RUSSIA, WE HAVE OUTGROWN OUR CURRENT HOME AND MOVED TO A LARGER ONE .THE HOUSE IS A 2 FAMILY WITH A RENTAL DOWNSTAIRS. WE WILL ALSO BE RENTING OUT OUR FORMER HOME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-06 |
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