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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-09 |
| FL | RA | APPROVED | 2024-06-06 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2007-04-13 |
Branch Locations
69 State St, Albany, NY 12207 • United States
Bonita Springs, FL • United States
West Dennis, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 04/2007 | Present |
| Bank Of America, N.A. | Albany | NY | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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