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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-31 |
| CT | RA | APPROVED | 2022-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Braintree | MA | 03/2022 | Present |
| Brown Brothers Harriman | Boston | MA | 09/2018 | 02/2022 |
| Loon Mountain | Lincoln | NH | 08/2017 | 09/2018 |
| North Western Mutual | Braintree | MA | 05/2017 | 08/2017 |
| Loon Mountain | Lincoln | NH | 11/2016 | 05/2017 |
| Bank Of America N.A | Braintree | MA | 03/2022 | Present |
| Brothers B And G Inc. | Hanover | MA | 07/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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