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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-08 |
Branch Locations
10 Fountain Plaza, Buffalo, NY 14202 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 02/2022 | Present |
| Wilmington Trust, N.A. | Buffalo | NY | 12/2006 | 02/2022 |
I*2022258, Entity Type, Entity Charitable, Name of OBA: For Grieving Daughters, Address: Buffalo, NY, 14225, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/31/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: General board member for "For Grieving Daughters" which is a charity to provide children who have lost their mothers. I*3323267, Entity Type: Entity Charitable, Name of OBA: FeedMore, Address: Buffalo, New York, 14206, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/01/2026, No Hours: 10 Yearly, No Hours during Trading: 4 Yearly, Duties: General board member includes attending quarterly board meetings, organizing and participating in volunteer events such as meal delivery, attend fundraisers and food donation events.Food pantries and meals on wheels for Erie County
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-03 |
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