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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-06 |
| CT | RA | APPROVED | 2018-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 06/2017 | Present |
| Merrill Lynch | Hingham | MA | 02/2017 | 05/2017 |
| Stonehill College | Easton | MA | 08/2013 | 06/2017 |
| Bank Of America, N.A. | Providence | RI | 01/2023 | Present |
I*1059274 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: wardsboro, Vermont Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 2/1/2021 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
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